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CUSIP: 912797NW3 | 2 institutional holders
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Q1 2025
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Institutional Holders — Q1 2025
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Shares — high to low
Value — high to low
% Portfolio — high to low
Institution — A to Z
eCIO, Inc.
3,289,000
1.1% of portfolio
›
$3.3M
Game Plan Financial Advisors, LLC
790,000
0.4% of portfolio
›
$782.1K
Institution
Shares ↓
Value
% Port.
Style
Turnover
Location
Filed
eCIO, Inc.
3,289,000
$3.3M
1.1%
ETF
Medium
Madison, WI
2025-06-06
Game Plan Financial Advisors, LLC
790,000
$782.1K
0.4%
Core
Medium
Westlake, OH
2025-05-19