Institutional Owners for UPS
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| EVERGREEN CAPITAL MANAGEMENT LLC | CL B | 551 | $8,995,702 | 60,524 | 0.00 | 0.00 | -704 | -1.15 | 03-31-2024 |
| VISIONARY WEALTH ADVISORS | CL B | 552 | $8,966,708 | 60,329 | 0.00 | 0.00 | 9,229 | 18.06 | 03-31-2024 |
| DAYMARK WEALTH PARTNERS LLC | CL B | 553 | $8,934,272 | 60,111 | 0.00 | 0.00 | -252 | -0.42 | 03-31-2024 |
| SYSTM WEALTH SOLUTIONS LLC | COMMON | Liquidated | $0 | 0 | 0.00 | 0.00 | -4,202 | -6.54 | 12-31-2023 |
