Institutional Owners for AEP
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| SMART MONEY GROUP LLC | COM | 1051 | $510,724 | 5,937 | 0.00 | 0.00 | 80 | 1.37 | 03-31-2024 |
| CONTINUUM ADVISORY LLC | COM | 1052 | $480,351 | 5,913 | 0.00 | 0.00 | -1,622 | -21.53 | 12-31-2023 |
| BEVERLY HILLS PRIVATE WEALTH LLC | COM | 1053 | $443,895 | 5,901 | 0.00 | 5,901 | +Inf | 09-30-2023 | |
| MENDEL MONEY MANAGEMENT | COM | 1054 | $478,548 | 5,892 | 0.00 | 5,892 | +Inf | 12-31-2023 |
