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CUSIP: 91282CEX5 | 9 institutional holders
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Institutional Holders — Q2 2024
Sort by
Shares — high to low
Value — high to low
% Portfolio — high to low
Institution — A to Z
Encompass Wealth Advisors, LLC
285,000
0.1% of portfolio
›
$285.0K
Thurston, Springer, Miller, Herd & Titak, Inc.
100,000
0.0% of portfolio
›
$100.0K
Tucker Asset Management LLC
64,000
0.0% of portfolio
›
$64.0K
Institution
Shares ↓
Value
% Port.
Style
Turnover
Location
Filed
Encompass Wealth Advisors, LLC
285,000
$285.0K
0.1%
ETF
Very Low
Portland, OR
2024-08-08
Thurston, Springer, Miller, Herd & Titak, Inc.
100,000
$100.0K
0.0%
Growth
Medium
Indianapolis, IN
2024-07-05
Tucker Asset Management LLC
64,000
$64.0K
0.0%
ETF
Medium
Littleton, CO
2024-08-09