Institutional Owners for UTF
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 50,736 | +Inf | 03-31-2024 | |
| VENTURE VISIONARY PARTNERS LLC | COM | 52 | $1,155,189 | 49,011 | 0.00 | 49,011 | +Inf | 03-31-2024 | |
| HIGHTOWER ADVISORS LLC | COM | 53 | $1,076,000 | 45,648 | 0.00 | 0.00 | 4,586 | 11.17 | 03-31-2024 |
| DIXON HUBARD FEINOUR & BROWN INC/VA | CEF | 54 | $1,138,000 | 44,969 | 0.14 | 0.13 | -1,235 | -2.67 | 06-30-2022 |
