Who owns 401(k) Provider Balance?
- CUSIP Number: 401kcash9
Tip: Access positions for across all investors
Analyze quarterly positions in 401 with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold 401(k) Provider Balance this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
MAI Wealth Advisors | 19M | $19M | 1% | Dec 2023 |
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