Institutional Owners for V
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| JOULE FINANCIAL LLC | COM CL A | 4701 | $217,589 | 946 | 0.00 | 0.00 | -48 | -4.83 | 09-30-2023 |
| LANDAAS & CO /WI /ADV | CL A | Liquidated | $0 | 0 | 0.00 | 946 | +Inf | 12-31-2023 | |
| FORTIS GROUP ADVISORS LLC | Common Stock | 4703 | $245,248 | 942 | 0.00 | 0.00 | 471 | 100.00 | 12-31-2023 |
| MENDOTA FINANCIAL GROUP LLC | COM CL A | 4704 | $262,935 | 942 | 0.00 | 0.00 | -334 | -26.18 | 03-31-2024 |
