COMMONWEALTH EQUITY SERVICES, LLC
Holdings in UTF
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,776,097 | 115,143 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $2,942,420 | 118,646 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $3,611,192 | 133,996 | Shares | Sole | 2025-08-06 |
| 2025-03-31 | $3,636,148 | 142,315 | Shares | Sole | 2025-05-09 |
| 2024-12-31 | $3,269,968 | 136,022 | Shares | Sole | 2025-02-10 |
| 2024-09-30 | $3,503,846 | 134,608 | Shares | Sole | 2024-10-18 |
| 2024-06-30 | $3,286,665 | 146,204 | Shares | Sole | 2024-07-31 |
| 2024-03-31 | $3,554,426 | 150,803 | Shares | Sole | 2024-04-29 |
| 2023-12-31 | $3,292,221 | 155,001 | Shares | Sole | 2024-02-06 |
| 2023-09-30 | $3,273,873 | 167,205 | Shares | Sole | 2023-10-23 |
| 2023-06-30 | $3,757,209 | 159,069 | Shares | Sole | 2023-08-10 |
| 2023-03-31 | $3,783,195 | 155,049 | Shares | Sole | 2023-05-11 |
| 2022-12-31 | $3,605,289 | 150,283 | Shares | Sole | 2023-02-07 |
| 2022-09-30 | $3,481,259 | 149,796 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $3,622,569 | 143,128 | Shares | Sole | 2022-07-19 |
| 2022-03-31 | $4,377,790 | 151,219 | Shares | Sole | 2022-05-04 |
| 2021-12-31 | $6,986,290 | 245,133 | Shares | Sole | 2022-01-31 |
| 2021-09-30 | $5,332,114 | 196,757 | Shares | Sole | 2021-10-29 |
| 2021-06-30 | $3,244,752 | 113,097 | Shares | Sole | 2021-08-11 |
| 2021-03-31 | $3,135,924 | 112,278 | Shares | Sole | 2021-05-04 |
| 2020-12-31 | $1,944,039 | 75,292 | Shares | Sole | 2021-02-11 |
| 2020-09-30 | $1,378,548 | 62,013 | Shares | Sole | 2020-11-05 |
| 2020-06-30 | $1,419,380 | 64,371 | Shares | Sole | 2020-08-12 |
| 2020-03-31 | $1,364,438 | 72,384 | Shares | Sole | 2020-05-11 |