BENJAMIN EDWARDS INC
Holdings in UTF
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $710,256 | 29,459 | Shares | Defined | 2026-02-02 |
| 2025-09-30 | $948,302 | 38,238 | Shares | Defined | 2025-10-23 |
| 2025-06-30 | $1,042,021 | 38,665 | Shares | Defined | 2025-08-14 |
| 2025-03-31 | $1,308,543 | 51,215 | Shares | Defined | 2025-05-12 |
| 2024-12-31 | $1,309,675 | 54,479 | Shares | Defined | 2025-02-14 |
| 2024-09-30 | $1,661,599 | 63,834 | Shares | Defined | 2024-11-14 |
| 2024-03-31 | $29,061 | 1,233 | Shares | Defined | 2024-04-29 |