Institutional Owners for CVS
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
ARETE WEALTH ADVISORS LLC COM 1301 $1,911,506 24,214 0.00 24,214 +Inf 12-31-2023
LGT GROUP FOUNDATION COM 1302 $1,930,431 24,203 0.00 0.00 736 3.14 03-31-2024
BRYN MAWR CAPITAL MANAGEMENT LLC COM 1303 $1,908,713 24,173 0.00 0.00 -655 -2.64 12-31-2023
FOCUS FINANCIAL NETWORK INC /ADV COM 1304 $1,907,691 24,161 0.00 24,161 +Inf 12-31-2023
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