CUSIP 90213U230
HOLBROOK INCOME I
3 institutions · $48.9K total · 5,012 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Financial Gravity Asset Management, Inc. | 3,516 | $34.3K | 70.15% | 2025-12-31 |
| 2 | ORG Wealth Partners, LLC | 748 | $7.3K | 14.92% | 2025-03-31 |
| 3 | ORG Partners LLC | 748 | $7.3K | 14.92% | 2024-06-30 |