Institutional Owners for UA
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK FRANKFURT AM MAIN | CL C | 601 | $844 | 125 | 0.00 | 0.00 | -2,436 | -95.12 | 06-30-2023 |
| CAROLINA WEALTH ADVISORS LLC | Stock | 602 | $1,002 | 120 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| JFS WEALTH ADVISORS LLC | CL C | 603 | $857 | 120 | 0.00 | 0.00 | -222 | -64.91 | 03-31-2024 |
| AVION WEALTH | CL C | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
