CUSIP 9128285Z9
UNITED STATES TREASURY NOTES NOTE
7 institutions · $623.8K total · 506,148 shares · UNTCW
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | TUCKER ASSET MANAGEMENT LLC | 256,000 | $255.4K | 50.57% | 2024-03-31 |
| 2 | ENCOMPASS WEALTH ADVISORS, LLC | 200,000 | $198.1K | 39.51% | 2023-12-31 |
| 3 | Cornerstone Planning Group LLC | 68 | $66.9K | 0.01% | 2023-09-30 |
| 4 | Accel Wealth Management | 55 | $54.0K | 0.01% | 2023-06-30 |
| 5 | Game Plan Financial Advisors, LLC | 25,000 | $24.9K | 4.93% | 2024-03-31 |
| 6 | ADIRONDACK RETIREMENT SPECIALISTS, INC. | 25 | $24.6K | 0.00% | 2023-06-30 |
| 7 | Highlander Capital Management, LLC | 25,000 | $25 | 4.93% | 2023-12-31 |