CAPTRUST FINANCIAL ADVISORS
Holdings in UTG
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $12,553,012 | 343,166 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $14,092,477 | 355,691 | Shares | Sole | 2025-11-19 |
| 2025-06-30 | $12,992,816 | 359,116 | Shares | Sole | 2025-08-15 |
| 2025-03-31 | $11,948,525 | 367,195 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $11,325,055 | 357,370 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $5,802,907 | 176,864 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $507,359 | 18,571 | Shares | Sole | 2024-08-15 |
| 2024-03-31 | $220,505 | 8,179 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $224,749 | 8,405 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $207,183 | 8,405 | Shares | Sole | 2023-11-15 |
| 2023-06-30 | $259,256 | 9,455 | Shares | Sole | 2023-08-15 |
| 2023-03-31 | $269,184 | 9,485 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $284,254 | 10,055 | Shares | Sole | 2023-02-15 |
| 2022-09-30 | $273,898 | 10,055 | Shares | Sole | 2022-11-16 |