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United States Treas Bills Bill
CUSIP: 912796W47 | 3 institutional holders
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Q1 2023
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Institutional Holders — Q1 2023
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Shares — high to low
Value — high to low
% Portfolio — high to low
Institution — A to Z
Formidable Asset Management, LLC
3,134,000
0.0% of portfolio
›
$3.1K
Strategic Investment Solutions, Inc.
253,000
0.0% of portfolio
›
$251.5K
Heritage Wealth Partners, LLC
5,000
3.9% of portfolio
›
$5.0M
Institution
Shares ↓
Value
% Port.
Style
Turnover
Location
Filed
Formidable Asset Management, LLC
3,134,000
$3.1K
0.0%
Core
Low
Cincinnati, OH
2023-05-09
Strategic Investment Solutions, Inc.
253,000
$251.5K
0.0%
ETF
Medium
Orland Park, IL
2023-05-15
Heritage Wealth Partners, LLC
5,000
$5.0M
3.9%
Agg Growth
Medium
Dublin, OH
2023-05-04