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CUSIP: 912797JD0 | 4 institutional holders

Quarters

Q4 2023
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Institutional Holders — Q4 2023

Jackson Wealth Management, LLC132,161,000
17.3% of portfolio›$131.3M
Tucker Asset Management LLC3,561,000
0.9% of portfolio›$3.5M
Game Plan Financial Advisors, LLC1,635,000
0.9% of portfolio›$1.6M
Encompass Wealth Advisors, LLC50,000
0.0% of portfolio›$49.7K
StyleTurnoverLocationFiled
Jackson Wealth Management, LLC
132,161,000$131.3M17.3%Agg GrowthHighLake Mary, FL2024-02-14
Tucker Asset Management LLC
3,561,000$3.5M0.9%ETFMediumLittleton, CO2024-03-04
Game Plan Financial Advisors, LLC
1,635,000$1.6M0.9%CoreMediumWestlake, OH2024-04-12
Encompass Wealth Advisors, LLC
50,000$49.7K0.0%ETFVery LowPortland, OR2024-02-13