CUSIP: 74275C205 | 46 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 315,410 | $105.5K | 0.0% | Core | Very High | Miami, FL | 2024-02-14 | |
| 234,653 | $78.5K | 0.0% | N/A | N/A | Valley Forge, PA | 2024-03-11 | |
| 122,033 | $40.8K | 0.0% | Index | Very Low | Boston, MA | 2024-02-13 | |
| 80,023 | $26.8K | 0.0% | Core | Medium | Zurich, Switzerland | 2024-02-09 | |
| 76,865 | $25.7K | 0.0% | ETF | Very Low | Portland, ME | 2024-02-02 | |
| 64,956 | $21.7K | 0.0% | Core | Low | Westport, CT | 2024-02-15 | |
| 58,200 | $19 | 0.0% | Core | High | New York, NY | 2024-02-13 | |
| 46,306 | $15.0K | 0.0% | Core | Low | Toronto, Australia | 2024-02-14 | |
| 42,786 | $14.3K | 0.0% | Index | Very Low | Boston, MA | 2024-02-14 | |
| 28,139 | $9.4K | 0.0% | Index | Very Low | Chicago, IL | 2024-02-13 | |
| 18,677 | $6.2K | 0.0% | Value | High | New York, NY | 2024-02-14 | |
| 12,500 | $4.2K | 0.0% | Growth | Low | Amherst, NY | 2024-01-19 | |
| 12,000 | $4.0K | 0.0% | ETF | Low | Buffalo, NY | 2024-01-17 | |
| 11,717 | $3 | 0.0% | GARP | Very High | New York, NY | 2024-02-09 | |
| 3,247 | $1.1K | 0.0% | Core | Low | San Francisco, CA | 2024-02-09 | |
| 1,700 | $569 | 0.0% | Index | Low | Folsom, CA | 2024-01-24 | |
| 1,195 | $400 | 0.0% | GARP | Very High | New York, NY | 2024-02-13 | |
| 293 | $98 | 0.0% | N/A | N/A | New York, NY | 2024-02-13 | |
| 0 | $0 | 0.0% | Growth | Very Low | Birmingham, AL | 2024-02-07 |