Institutional Owners for V
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| MOSS ADAMS WEALTH ADVISORS LLC | COM CL A | 3751 | $748,493 | 2,682 | 0.00 | 2,682 | +Inf | 03-31-2024 | |
| DIVERSIFIED PORTFOLIOS INC | COM | 3752 | $746,088 | 2,673 | 0.00 | 0.00 | -4 | -0.15 | 03-31-2024 |
| IGNITE PLANNERS LLC | COM CL A | 3753 | $743,920 | 2,673 | 0.00 | 0.00 | -105 | -3.78 | 03-31-2024 |
| PINNACLE ADVISORY GROUP INC | COM CL A | 3754 | $566,000 | 2,671 | 0.03 | 2,671 | +Inf | 03-31-2021 |
