CUSIP: 98987D102 | 20 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 980,568 | $128.5K | 0.0% | Core | Very High | New York, NY | 2023-11-21 | |
| 123,130 | $16.1K | 0.0% | Index | Very Low | Boston, MA | 2023-11-13 | |
| 50,000 | $6.5K | 0.0% | N/A | N/A | New York, NY | 2023-11-09 | |
| 17,194 | $2.2K | 0.0% | N/A | N/A | Valley Forge, PA | 2023-12-18 | |
| 16,709 | $2.2K | 0.0% | Value | Very High | London, United Kingdom | 2023-11-13 | |
| 15,190 | $2.0K | 0.0% | Core | Very High | New York, NY | 2023-11-14 | |
| 13,537 | $1.8K | 0.0% | Growth | High | Bala Cynwyd, PA | 2023-11-14 | |
| 13,361 | $1.7K | 0.0% | ETF | Very Low | Boston, MA | 2023-11-03 | |
| 5,766 | $750 | 0.0% | GARP | Very High | New York, NY | 2023-11-14 | |
| 161 | $21 | 0.0% | Core | Low | San Francisco, CA | 2023-11-13 | |
| 107 | $14 | 0.0% | Core | Medium | Zurich, Switzerland | 2023-11-09 | |
| 100 | $13 | 0.0% | Core | Low | Charlotte, NC | 2023-11-14 | |
| 0 | $0 | 0.0% | Growth | Very Low | Birmingham, AL | 2023-10-30 |