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Advisor to manage the money - no you have a good diversified strategy. CPA to help with taxes around the inheritance and tax strategy on when/how to take the money out - would recommend.
Respect for mastering your emotions, larger respect for your CPA.
There are lot of factors to consider: - whether you are investing in a tax advantaged account - how much you can use the interest payments to reduce you tax bill - if capital gains on your home upto a certain amount are tax free - when you need liquidity …
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Total Off-Exchange Volume: 81311
Values over 50% Short often indicate hidden bearish pressure from institutions.
🏆 Master Buzz Score: 5/15
Capitol Trades
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Insider Trades
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Institutional Holdings (Whales)
| Institution | Shares | Value | % Held | Date |
|---|---|---|---|---|
| Capital World Investors | 4,573,570 | $557.1 million | 0.1513% | Sep 30, 2025 |
| JPMORGAN CHASE & CO | 3,205,890 | $390.5 million | 0.1060% | Sep 30, 2025 |
| BAILLIE GIFFORD & CO | 2,765,296 | $336.8 million | 0.0915% | Sep 30, 2025 |
| Sprucegrove Investment Management Ltd | 2,301,884 | $280.4 million | 0.0761% | Sep 30, 2025 |
| FMR, LLC | 1,335,401 | $162.7 million | 0.0442% | Sep 30, 2025 |
| Dimensional Fund Advisors LP | 1,313,021 | $159.9 million | 0.0434% | Sep 30, 2025 |
| Renaissance Technologies, LLC | 887,428 | $108.1 million | 0.0294% | Sep 30, 2025 |
| Driehaus Capital Management, LLC | 654,390 | $79.7 million | 0.0216% | Sep 30, 2025 |
| CAPTRUST Financial Advisors | 642,777 | $78.3 million | 0.0213% | Sep 30, 2025 |
| Brandes Investment Partners L.P. | 632,129 | $77.0 million | 0.0209% | Sep 30, 2025 |

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