Prospera Financial Services Inc
Holdings in UTF
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $723,058 | 29,990 | Shares | Sole | 2026-02-09 |
| 2025-09-30 | $786,705 | 31,722 | Shares | Sole | 2025-11-06 |
| 2025-06-30 | $771,309 | 28,620 | Shares | Sole | 2025-08-06 |
| 2025-03-31 | $613,915 | 24,028 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $637,901 | 26,535 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $582,629 | 22,383 | Shares | Sole | 2024-11-07 |
| 2024-06-30 | $503,327 | 22,390 | Shares | Sole | 2024-08-13 |
| 2024-03-31 | $549,440 | 23,311 | Shares | Sole | 2024-08-13 |
| 2023-12-31 | $543,659 | 25,596 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $543,736 | 27,770 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $638,472 | 27,031 | Shares | Sole | 2023-08-08 |
| 2023-03-31 | $666,412 | 27,312 | Shares | Sole | 2023-05-12 |
| 2022-12-31 | $658,453 | 27,447 | Shares | Sole | 2023-02-08 |
| 2022-09-30 | $637,054 | 27,412 | Shares | Sole | 2022-10-27 |
| 2022-06-30 | $634,547 | 25,071 | Shares | Sole | 2022-08-08 |
| 2022-03-31 | $1,178,322 | 40,702 | Shares | Sole | 2022-05-04 |
| 2021-12-31 | $1,042,615 | 36,583 | Shares | Sole | 2022-02-10 |
| 2021-09-30 | $959,773 | 35,416 | Shares | Sole | 2021-11-12 |
| 2021-06-30 | $996,145 | 34,721 | Shares | Sole | 2021-08-16 |
| 2021-03-31 | $1,255,537 | 44,953 | Shares | Sole | 2021-05-06 |
| 2020-12-31 | $1,314,806 | 50,922 | Shares | Sole | 2021-02-12 |
| 2020-09-30 | $47,594 | 2,141 | Shares | Sole | 2020-11-04 |
| 2020-06-30 | $1,419,711 | 64,386 | Shares | Sole | 2020-08-10 |
| 2020-03-31 | $1,253,053 | 66,475 | Shares | Sole | 2020-05-15 |