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US Treasury

CUSIP: 912797JE8 | 5 institutional holders

Quarters

Q4 2023
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Institutional Holders — Q4 2023

L & S Advisors Inc2,891,000
0.3% of portfolio›$2.9M
Tucker Asset Management LLC849,000
0.2% of portfolio›$842.9K
Encompass Wealth Advisors, LLC150,000
0.0% of portfolio›$148.9K
Game Plan Financial Advisors, LLC50,000
0.0% of portfolio›$49.6K
Strategic Investment Solutions, Inc.15,000
0.0% of portfolio›$14.9K
StyleTurnoverLocationFiled
L & S Advisors Inc
2,891,000$2.9M0.3%CoreHighLos Angeles, CA2024-02-13
Tucker Asset Management LLC
849,000$842.9K0.2%ETFMediumLittleton, CO2024-03-04
Encompass Wealth Advisors, LLC
150,000$148.9K0.0%ETFVery LowPortland, OR2024-02-13
Game Plan Financial Advisors, LLC
50,000$49.6K0.0%CoreMediumWestlake, OH2024-04-12
Strategic Investment Solutions, Inc.
15,000$14.9K0.0%ETFMediumOrland Park, IL2024-02-13