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Fimm Treasury Only Portfolio Money Market Instl CL M/M

Q1 2025 vs Q2 2026

Comparing institutional holders between quarters

Quarters

Q2 2026Q1 2025Q4 2024Q3 2024Q2 2024
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Wealthspire Advisors, LLC
NEW
Shares20,756
Change+20,756
Value$20.8K
Filed 2026-08-11
RFP Financial Group LLC
CLOSED
Shares0 from 575,524
Change-575,524 (-100%)
Value$0 (-$575.5K)
Filed 2026-08-14
Status
Wealthspire Advisors, LLC
NEW20,756—+20,756——$20.8K—2026-08-11
RFP Financial Group LLC
CLOSED0575,524-575,524-100%$575.5K$0-$575.5K2026-08-14
Showing 2 of 2 institutions