Steward Partners Investment Advisory, LLC
Holdings in UTI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,215,227 | 46,507 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $1,302,000 | 40,000 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $1,369,766 | 40,418 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $1,665,964 | 64,874 | Shares | Sole | 2025-05-13 |