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United States Treasury Notes Note
CUSIP: 912828ZD5 | 3 institutional holders
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Institutional Holders — Q4 2022
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Shares — high to low
Value — high to low
% Portfolio — high to low
Institution — A to Z
Cornerstone Planning Group LLC
1,065
0.4% of portfolio
›
$1.1M
Boulder Wealth Advisors, LLC
20
0.0% of portfolio
›
$20
Institution
Shares ↓
Value
% Port.
Style
Turnover
Location
Filed
Cornerstone Planning Group LLC
1,065
$1.1M
0.4%
ETF
Medium
Fairfield, NJ
2023-02-14
Boulder Wealth Advisors, LLC
20
$20
0.0%
ETF
Medium
Boulder, CO
2023-02-21