CUSIP 90214Q535FNDTNS DYN VALUEQ1 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
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4 funds hold this security · Q1 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Foundations Investment Advisors, LLC | 1.38M | $14.17M | +1.38M | New Position |
| 2 | Geowealth Management, LLC | 855.2K | $8.76M | +855.2K | New Position |
| 3 | Anfield Capital Management, LLC | 45.6K | $467.0K | +45.6K | New Position |
| 4 | Ubs Group AG | 1.9K |
| $19.3K |
| +1.9K |
| New Position |