MATRIX PRIVATE CAPITAL GROUP LLC
Holdings in UTG
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $731,856 | 20,007 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $661,337 | 16,692 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $417,879 | 11,550 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $395,361 | 12,150 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $269,365 | 8,500 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $246,075 | 7,500 | Shares | Sole | 2024-11-14 |