C2C Wealth Management, LLC
Holdings in UTF
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $6,294,397 | 261,070 | Shares | Sole | 2026-01-21 |
| 2025-09-30 | $6,361,944 | 256,530 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $6,808,378 | 252,630 | Shares | Sole | 2025-07-17 |
| 2025-03-31 | $6,409,984 | 250,880 | Shares | Sole | 2025-04-23 |
| 2024-12-31 | $5,995,095 | 249,380 | Shares | Sole | 2025-02-12 |
| 2024-09-30 | $6,361,211 | 244,380 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $5,520,638 | 245,580 | Shares | Sole | 2024-08-13 |
| 2024-03-31 | $5,814,719 | 246,700 | Shares | Sole | 2024-04-29 |
| 2023-12-31 | $5,041,314 | 237,350 | Shares | Sole | 2024-02-13 |
| 2023-09-30 | $4,595,426 | 234,700 | Shares | Sole | 2023-10-11 |
| 2023-06-30 | $5,277,889 | 223,450 | Shares | Sole | 2023-07-20 |
| 2023-03-31 | $5,042,992 | 206,680 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $4,629,590 | 192,980 | Shares | Sole | 2023-02-08 |
| 2022-09-30 | $4,151,826 | 178,650 | Shares | Sole | 2022-10-12 |
| 2022-06-30 | $4,487,463 | 177,300 | Shares | Sole | 2022-07-22 |
| 2022-03-31 | $4,747,800 | 164,000 | Shares | Sole | 2022-04-29 |
| 2021-12-31 | $4,447,852 | 156,065 | Shares | Sole | 2022-02-23 |