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United States Treasury Notes Note
CUSIP: 9128286A3 | 8 institutional holders
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Institutional Holders — Q4 2025
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Shares — high to low
Value — high to low
% Portfolio — high to low
Institution — A to Z
CFG Wealth Management Services, Inc.
50,000
0.0% of portfolio
›
$49.9K
Coastwise Capital Group, LLC
50,000
0.0% of portfolio
›
$49.9K
Kohmann Bosshard Financial Services, LLC
12,000
0.0% of portfolio
›
$12.0K
Institution
Shares ↓
Value
% Port.
Style
Turnover
Location
Filed
CFG Wealth Management Services, Inc.
50,000
$49.9K
0.0%
ETF
Low
Indianapolis, XX
2026-05-07
Coastwise Capital Group, LLC
50,000
$49.9K
0.0%
Core
Low
La Jolla, CA
2026-02-12
Kohmann Bosshard Financial Services, LLC
12,000
$12.0K
0.0%
ETF
Low
Fairlawn, OH
2026-01-30