Westbourne Investment Advisors, Inc.
Holdings in UTF
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $723,300 | 30,000 | Shares | Sole | 2026-01-23 |
| 2025-09-30 | $744,000 | 30,000 | Shares | Sole | 2025-10-20 |
| 2025-06-30 | $803,110 | 29,800 | Shares | Sole | 2025-08-08 |