Capital Investment Advisory Services, LLC
Holdings in UTF
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $562,028 | 23,311 | Shares | Sole | 2026-01-21 |
| 2025-09-30 | $577,492 | 23,286 | Shares | Sole | 2025-11-05 |
| 2025-06-30 | $608,153 | 22,566 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $581,415 | 22,756 | Shares | Sole | 2025-04-29 |
| 2024-12-31 | $545,034 | 22,672 | Shares | Sole | 2025-01-23 |
| 2024-09-30 | $629,743 | 24,193 | Shares | Sole | 2024-10-30 |
| 2024-06-30 | $552,468 | 24,576 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $611,264 | 25,934 | Shares | Sole | 2024-04-25 |
| 2023-12-31 | $560,183 | 26,374 | Shares | Sole | 2024-02-01 |
| 2023-09-30 | $563,982 | 28,804 | Shares | Sole | 2023-11-02 |
| 2023-06-30 | $598,767 | 25,350 | Shares | Sole | 2023-07-28 |
| 2023-03-31 | $643,647 | 26,379 | Shares | Sole | 2023-04-21 |
| 2022-12-31 | $691,271 | 28,815 | Shares | Sole | 2023-02-03 |
| 2022-09-30 | $714,467 | 30,743 | Shares | Sole | 2022-10-26 |
| 2022-06-30 | $715,994 | 28,289 | Shares | Sole | 2022-07-22 |
| 2022-03-31 | $800,062 | 27,636 | Shares | Sole | 2022-05-03 |
| 2021-12-31 | $516,363 | 18,118 | Shares | Sole | 2022-02-01 |
| 2021-09-30 | $500,428 | 18,466 | Shares | Sole | 2021-10-28 |
| 2021-06-30 | $529,387 | 18,452 | Shares | Sole | 2021-07-27 |
| 2021-03-31 | $425,206 | 15,224 | Shares | Sole | 2021-05-05 |
| 2020-12-31 | $228,377 | 8,845 | Shares | Sole | 2021-01-25 |
| 2020-09-30 | $227,034 | 10,213 | Shares | Sole | 2020-10-19 |