Institutional Owners for UL
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
PAX FINANCIAL GROUP LLC SPON ADR NEW 851 $569,070 11,338 0.00 0.00 312 2.83 03-31-2024
THOROUGHBRED FINANCIAL SERVICES LLC SPON ADR NEW 852 $568,000 11,326 0.05 0.09 -12,122 -51.70 03-31-2024
JOEL ISAACSON & CO LLC SPON ADR NEW 853 $585,683 11,278 0.00 0.00 1 0.01 03-31-2023
CHOREO LLC SPON ADR NEW 854 $565,890 11,275 0.00 0.00 -231 -2.01 03-31-2024
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