Filing Research | US TREASU NT 4.125 08/30UST NOTE DUE 08/31/30 Institutional Holdings

Snapshot holdings

3 / 3 loaded

#		Instrument	quantity
1	CFG Wealth Management Services, Inc.	Shares	150.0KSH	$151.2K
2	Main Street Group, LTD	Shares	100.0KSH	$99.7K
3	Vermillion Wealth Management, Inc.	Shares	33.0KSH	$32.9K

Manager changes2026-06-30 vs 2026-03-31

3 / 3 loaded

#		Instrument
1	Vermillion Wealth Management, Inc. new	Shares	+33.0K	+$32.9K	$32.9K
2	CFG Wealth Management Services, Inc. unchanged	Shares	0	$0	$151.2K
3	Main Street Group, LTD unchanged	Shares	0	-$1.0K	$99.7K