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United STS Treas Bills 0.000 12/21/23 B/E DTD 06/22/23

Q2 2023 vs Q3 2023

Comparing institutional holders between quarters

Quarters

Q3 2023Q2 2023
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
L & S Advisors Inc
DECREASED
Shares6,973,000 from 7,498,000
Change-525,000 (-7%)
Value$6.9M (-$420.7K)
Filed 2023-11-13
Tucker Asset Management LLC
NEW
Shares4,439,000
Change+4,439,000
Value$4.4M
Filed 2023-12-04
Formidable Asset Management, LLC
NEW
Shares4,000,000
Change+4,000,000
Value$4.0M
Filed 2023-11-09
McGowan Group Asset Management, Inc.
UNCHANGED
Shares1,250,000 from 1,250,000
Change0 (0%)
Value$1.2M (+$16.4K)
Filed 2023-11-13
Encompass Wealth Advisors, LLC
NEW
Shares38,000
Change+38,000
Value$37.6K
Filed 2023-11-07
ORG Partners LLC
CLOSED
Shares0 from 525
Change-525 (-100%)
Value$0 (-$512.0K)
Filed 2023-11-13
Status
L & S Advisors Inc
DECREASED6,973,0007,498,000-525,000-7%$7.3M$6.9M-$420.7K2023-11-13
Tucker Asset Management LLC
NEW4,439,000—+4,439,000——$4.4M—2023-12-04
Formidable Asset Management, LLC
NEW4,000,000—+4,000,000——$4.0M—2023-11-09
McGowan Group Asset Management, Inc.
UNCHANGED1,250,0001,250,00000%$1.2M$1.2M+$16.4K2023-11-13
Encompass Wealth Advisors, LLC
NEW38,000—+38,000——$37.6K—2023-11-07
ORG Partners LLC
CLOSED0525-525-100%$512.0K$0-$512.0K2023-11-13
Showing 6 of 6 institutions