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CUSIP: 00774CAB3 | TRACE | 3 institutional holders
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Institutional Holders — Q2 2023
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% Portfolio — high to low
Institution — A to Z
KLR Investment Advisors, LLC
270,000
0.2% of portfolio
›
$265.3K
Cornerstone Planning Group LLC
2
0.0% of portfolio
›
$1.9K
Institution
Shares ↓
Value
% Port.
Style
Turnover
Location
Filed
KLR Investment Advisors, LLC
270,000
$265.3K
0.2%
N/A
N/A
Providence, RI
2023-08-08
Cornerstone Planning Group LLC
2
$1.9K
0.0%
ETF
Medium
Fairfield, NJ
2023-08-15