CUSIP 46139W841BULLETSHS 2030BSJUQ4 2025
6 filings · latest Sep 11, 2023
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Legacy Financial Group LLC | 545.7K | $14.23M |
| 2 | Lpl Financial LLC | 536.7K | $14.01M |
| 3 | Mercer Global Advisors Inc /Adv | 394.1K | $10.29M |
| 4 | Trinity Legacy Partners, LLC | 352.1K | $9.19M |
| 5 | Rpg Family Wealth Advisory, LLC | 299.5K | $7.82M |
| 6 | Equitable Holdings, Inc. | 264.5K | $6.90M |
| 7 | Sfe Investment Counsel | 242.8K | $6.34M |
| 8 | Gpm Growth Investors, Inc. | 207.0K | $5.40M |
| 9 |
| 4 | Feb 9, 2023 | Baird Robert W & Co Inc /Wi/ | 13G/A | 17.2% | 34.5K | SEC |
| 5 | Jan 9, 2023 | Baird Robert W & Co Inc /Wi/ | 13G/A | 17.2% | 34.5K | SEC |
| 6 | Dec 9, 2022 | Baird Robert W & Co Inc /Wi/ | 13G | 25.0% | 50.1K | SEC |
| Morgan Stanley |
| 183.9K |
| $4.80M |
| 10 | Advisory Alpha, LLC | 141.4K | $3.69M |