401(k) Provider Balance - CS

Historical Portfolio Holders from Q4 2022 to Q2 2024

All holders as of June 30, 2024
Q2 2024
Type / Class
Equity / CS
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Period Shares, Excl. Options Value, Excl. Options Change Price Investors
2024 Q2 0 $0 -$20.1M 0
2024 Q1 20.1M $20.1M +$1.63M $1.00 1
2023 Q4 18.5M $18.5M +$247K $1.00 1
2023 Q3 18.3M $18.3M -$225K $1.00 1
2023 Q2 18.5M $18.5M +$1.32M $1.00 1
2023 Q1 17.2M $17.2M +$611K $1.00 1
2022 Q4 16.5M $16.5M +$16.5M $1.00 1