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United States Treasury Bill Re-Issue 05/09/2024

CUSIP: 912796ZW2 | 4 institutional holders

Quarters

Q1 2024
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q1 2024

Jackson Wealth Management, LLC35,758,000
4.4% of portfolio›$35.3M
Tucker Asset Management LLC474,000
0.1% of portfolio›$468.5K
Game Plan Financial Advisors, LLC135,000
0.1% of portfolio›$133.4K
Encompass Wealth Advisors, LLC10,000
0.0% of portfolio›$9.9K
StyleTurnoverLocationFiled
Jackson Wealth Management, LLC
35,758,000$35.3M4.4%Agg GrowthHighLake Mary, FL2024-06-11
Tucker Asset Management LLC
474,000$468.5K0.1%ETFMediumLittleton, CO2024-08-09
Game Plan Financial Advisors, LLC
135,000$133.4K0.1%CoreMediumWestlake, OH2024-04-12
Encompass Wealth Advisors, LLC
10,000$9.9K0.0%ETFVery LowPortland, OR2024-05-13