UNITED STATES TREASURY BILLS BILL
CUSIP 912796ZS1
United States Treasury Bills Bill has 1 institutional holders in Filings Flow’s 13F database, together reporting 3.3K shares worth $3M as of Q3 2023. The largest reported holders are Heritage Wealth Partners, LLC, Tucker Asset Management LLC, and Org Partners LLC.
Institutional Holders
1
Q3 2023
Reported Value
$3M
Ticker
unmapped
private placement or foreign
Quarters Tracked
3
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Heritage Wealth Partners, LLC$66M AUM | 5.18% | $9M | 8.8K | Q2 2023OLDER |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 0.97% | $3M | 3.3K | Q3 2023 |
| ORG Partners LLC$568M AUM | 0.53% | $3M | 3.3K | Q2 2023OLDER |
| RFP Financial Group LLC$184M AUM | 0.39% | $947,611 | 948.0K | Q2 2023OLDER |
| Strategic Investment Solutions, Inc. /IL$437M AUM | 0.01% | $24,882 | 25.0K | Q2 2023OLDER |
| Accel Wealth Management$383M AUM | 0.00% | $2,964 | 3 | Q1 2023OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.