Strategic Family Wealth Counselors, L.L.C.
Holdings in UTG
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,817,696 | 49,691 | Shares | Sole | 2026-02-04 |
| 2025-09-30 | $1,496,209 | 37,764 | Shares | Sole | 2025-11-10 |
| 2025-06-30 | $1,015,681 | 28,073 | Shares | Sole | 2025-08-13 |
| 2025-03-31 | $919,612 | 28,261 | Shares | Sole | 2025-05-08 |
| 2024-12-31 | $882,978 | 27,863 | Shares | Sole | 2025-02-07 |
| 2024-09-30 | $850,828 | 25,932 | Shares | Sole | 2024-11-01 |
| 2024-06-30 | $712,696 | 26,087 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $497,088 | 18,438 | Shares | Sole | 2024-05-14 |
| 2023-12-31 | $276,491 | 10,340 | Shares | Sole | 2024-01-29 |
| 2023-09-30 | $346,406 | 14,053 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $320,265 | 11,680 | Shares | Sole | 2023-08-10 |