401(k) Provider Balance - 401KCASH9
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MAI Capital Management | History | Added to | 20,129,496 | 20,129 | 0.21% | 0.24% | 1 | +1,625,893 | 8.79% | Q1 2024 | May 08, 2024 |