CUSIP 91282CEX5
UNITED STATES TREASURY NOTES NOTE
8 institutions · $1.2M total · 1,044,190 shares · UNTCW
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Main Street Group, LTD | 365,000 | $362.9K | 34.95% | 2024-03-31 |
| 2 | ENCOMPASS WEALTH ADVISORS, LLC | 285,000 | $285.0K | 27.29% | 2024-06-30 |
| 3 | Strategic Investment Solutions, Inc. /IL | 205,000 | $200.2K | 19.63% | 2023-09-30 |
| 4 | Accel Wealth Management | 155 | $152.2K | 0.01% | 2023-06-30 |
| 5 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 100,000 | $100.0K | 9.57% | 2024-06-30 |
| 6 | TUCKER ASSET MANAGEMENT LLC | 64,000 | $64.0K | 6.12% | 2024-06-30 |
| 7 | Cornerstone Planning Group LLC | 35 | $34.2K | 0.00% | 2023-09-30 |
| 8 | Highlander Capital Management, LLC | 25,000 | $24.9K | 2.39% | 2024-03-31 |