Institutional Owners for V
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| BMS FINANCIAL ADVISORS LLC | COM CL A | 3901 | $537,892 | 2,265 | 0.00 | 0.00 | -750 | -24.88 | 06-30-2023 |
| EAGLE BAY ADVISORS LLC | Equities | 3902 | $586,569 | 2,253 | 0.00 | 0.00 | 378 | 20.16 | 12-31-2023 |
| BREAKWATER CAPITAL GROUP | COM CL A | 3903 | $534,093 | 2,249 | 0.00 | 0.00 | 324 | 16.83 | 06-30-2023 |
| SUMMIT FINANCIAL WEALTH ADVISORS LLC | COM CL A | 3904 | $627,651 | 2,249 | 0.00 | 0.00 | -1 | -0.04 | 03-31-2024 |
