Institutional Owners for CVS
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
9258 WEALTH MANAGEMENT LLC Stock 1701 $993,939 12,462 0.00 0.00 -142 -1.13 03-31-2024
V-SQUARE QUANTITATIVE MANAGEMENT LLC A 1702 $992,613 12,445 0.00 0.00 4,989 66.91 03-31-2024
ASCENT WEALTH PARTNERS LLC COM Liquidated $0 0 0.00 0.00 -373 -2.91 03-31-2024
TOCQUEVILLE ASSET MANAGEMENT LP COM 1704 $990,300 12,416 0.00 0.00 -352 -2.76 03-31-2024
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