Position in UTGN
as of Dec 31, 2023
· filed Feb 14, 2024
Position Value
$24,088
-$3,112 QoQ
Shares Held
800
0.0% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2
of 2 holders
Holding Since
Jun 2023
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UTGN Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $4,419,540 across 8 Insurance - Life names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MFC |
Manulife Financial Corp
|
40,423 | $1,637,535 | |
| 2 | MET |
Metlife Inc
|
15,639 | $1,323,215 | |
| 3 | PRU |
Prudential Financial Inc
|
11,224 | $1,211,406 | |
| 4 | AFL |
Aflac Inc
|
1,038 | $121,705 | |
| 5 | LNC |
Lincoln National Corp
|
3,000 | $106,050 | |
| 6 | PRI |
Primerica, Inc.
|
68 | $19,325 | |
| 7 | GL |
Globe Life Inc.
|
1 | $178 | |
| 8 | BHF |
Brighthouse Financial, Inc.
|
2 | $126 |
All Filings in UTGN
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2023-12-31 | $24,088 | 800 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $27,200 | 800 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | — | 800 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||