Symphony Financial Services, Inc.
Holdings in UTF
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $851,975 | 35,337 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $876,084 | 35,326 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $951,038 | 35,289 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $876,007 | 34,286 | Shares | Sole | 2025-05-12 |
| 2024-12-31 | $745,552 | 31,013 | Shares | Sole | 2025-02-06 |
| 2024-09-30 | $797,637 | 30,643 | Shares | Sole | 2024-11-12 |
| 2024-06-30 | $679,188 | 30,213 | Shares | Sole | 2024-08-09 |