XML Financial, LLC's ownership history for UTG

XML Financial, LLC currently holds 25.9K shares with a market value of $1.0M. It started holding UTG on 2024-12-31. At its peak, it held 49.7K shares on 2025-06-30. Its highest holding value was $1.9M on 2025-09-30. At its lowest, it held 25.9K shares on 2026-03-31, with a value of $1.0M on 2025-12-31. In the recent 180 days, XML Financial, LLC has decreased its shares by 21.6K. In the recent year, XML Financial, LLC has decreased its shares by 22.0K.