CUSIP 936793793
WASATCH FDS TR CRE GWTH INSTL
2 institutions · $615.7K total · 8,092 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Williams Jones Wealth Management, LLC. | 7,000 | $532.6K | 86.50% | 2025-12-31 |
| 2 | Garton & Associates Financial Advisors LLC | 1,092 | $83.1K | 13.49% | 2025-12-31 |