ULTIMUS MANAGERS TR's ticker is and the CUSIP is 90386K639. A total of 12 filers reported holding ULTIMUS MANAGERS TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $9,557 | – | 351 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Q3 Asset Management | 584,233 | $15,907 | 6.30% |
HBW ADVISORY SERVICES LLC | 1,103,706 | $30,052 | 6.27% |
CPR Investments Inc. | 11,769 | $320,450 | 0.34% |
Secure Asset Management, LLC | 10,891 | $296,532 | 0.09% |
Atria Investments, Inc | 166,373 | $4,530,054 | 0.08% |
Simplicity Solutions, LLC | 32,432 | $883,068 | 0.03% |
CoreCap Advisors, LLC | 11,969 | $325,896 | 0.02% |
USA FINANCIAL FORMULAS | 351 | $9,557 | 0.01% |
AXXCESS WEALTH MANAGEMENT, LLC | 11,214 | $305,338 | 0.01% |
Orion Portfolio Solutions, LLC | 7,679 | $209,086 | 0.00% |