HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing USDU Share Count | ||||
| Your Advocates Ltd. LLP | 60 | 160 | +100 | +166.67% |
| Avenue 1 Advisors LLC | 24,904 | 31,817 | +6,913 | +27.76% |
| TAP Consulting LLC | 33,221 | 39,385 | +6,164 | +18.55% |
| Dravo Bay LLC | 57,848 | 67,020 | +9,172 | +15.86% |
| GenWealth Group Inc. | 464,717 | 501,458 | +36,741 | +7.91% |
| Summit Place Financial Advisors LLC | 203,396 | 208,101 | +4,705 | +2.31% |
| Global Retirement Partners LLC | 295 | 300 | +5 | +1.69% |
| Osborne Partners Capital Management LLC | 442,385 | 445,689 | +3,304 | +0.75% |
| 13F Filers Reporting New Positions In USDU | ||||
| Proequities Inc. | 0 | 0 | UNCH | 100% |
| BNP Paribas Arbitrage SA | 0 | 518 | +518 | +100% |
| Bank of New York Mellon Corp | 0 | 15,081 | +15,081 | +100% |
| Interactive Financial Advisors | 0 | 9,541 | +9,541 | +100% |
| Cutler Group LP | 0 | 975 | +975 | +100% |
| Client First Investment Management LLC | 0 | 48,932 | +48,932 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Larson Financial Group LLC | 4,619 | 4,619 | UNCH | 0.00% |
| 13F Filers Decreasing USDU Share Count | ||||
| CWM LLC | 1,613 | 324 | -1,289 | -79.91% |
| Global Wealth Strategies & Associates | 78 | 30 | -48 | -61.54% |
| 13F Filers Exiting USDU | ||||
| Worth Asset Management LLC | 23,476 | 0 | -23,476 | -100.00% |
| Householder Group Estate & Retirement Specialist LLC | 9,424 | 0 | -9,424 | -100.00% |
| International Assets Investment Management LLC | 2,611 | 0 | -2,611 | -100.00% |
| Resonant Capital Advisors LLC | 10,500 | 0 | -10,500 | -100.00% |
| Flagship Harbor Advisors LLC | 23,079 | 0 | -23,079 | -100.00% |
| Venturi Wealth Management LLC | 1,655 | 0 | -1,655 | -100.00% |
| Cambridge Investment Research Advisors Inc. | 15,924 | 0 | -15,924 | -100.00% |
See Summary: Institutional Holders of USDU
See Details: Top 10 Hedge Funds Holding USDU
