| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| ENCOMPASS WEALTH ADVISORS, LLC | 4 | 4 | 0.17% | 0.20% | 0.23% | Q4 2022 | Q3 2023 | 4 |
| Strategic Investment Solutions, Inc. /IL | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q2 2023 | 2 |
| Highlander Capital Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
| Accel Wealth Management | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
This page lists all the filers that currently own US Treasury 4.375 10/31/24 or have owned US Treasury 4.375 10/31/24 in the past.