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United States Treasury Bills Bill

Q2 2023 vs Q3 2023

Comparing institutional holders between quarters

Quarters

Q3 2023Q2 2023
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Formidable Asset Management, LLC
NEW
Shares652,000
Change+652,000
Value$650.4K
Filed 2023-11-09
Encompass Wealth Advisors, LLC
UNCHANGED
Shares50,000 from 50,000
Change0 (0%)
Value$49.9K (+$655)
Filed 2023-11-07
ORG Partners LLC
CLOSED
Shares0 from 3,421
Change-3,421 (-100%)
Value$0 (-$3.4M)
Filed 2023-11-13
Heritage Wealth Partners, LLC
CLOSED
Shares0 from 3,000
Change-3,000 (-100%)
Value$0 (-$3.0M)
Filed 2023-10-18
Status
Formidable Asset Management, LLC
NEW652,000—+652,000——$650.4K—2023-11-09
Encompass Wealth Advisors, LLC
UNCHANGED50,00050,00000%$49.2K$49.9K+$6552023-11-07
ORG Partners LLC
CLOSED03,421-3,421-100%$3.4M$0-$3.4M2023-11-13
Heritage Wealth Partners, LLC
CLOSED03,000-3,000-100%$3.0M$0-$3.0M2023-10-18
Showing 4 of 4 institutions