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United States Treasury Bills Bill
CUSIP: 912797GU5 | 2 institutional holders
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Q2 2023
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Institutional Holders — Q2 2023
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Shares — high to low
Value — high to low
% Portfolio — high to low
Institution — A to Z
Heritage Wealth Partners, LLC
6,080
3.5% of portfolio
›
$6.0M
ORG Partners LLC
99
0.0% of portfolio
›
$98.0K
Institution
Shares ↓
Value
% Port.
Style
Turnover
Location
Filed
Heritage Wealth Partners, LLC
6,080
$6.0M
3.5%
Agg Growth
Medium
Dublin, OH
2023-08-11
ORG Partners LLC
99
$98.0K
0.0%
Growth
Low
Roanoke, IN
2023-07-25