XML Financial, LLC's ownership history for UTG

XML Financial, LLC currently holds 47.5K shares with a market value of $1.9M. 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 42.5K shares on 2024-12-31, with a value of $1.3M on 2024-12-31. In the recent 180 days, XML Financial, LLC has decreased its shares by 450.