Institutional Owners for CVS
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| TYLER-STONE WEALTH MANAGEMENT | COM | 2601 | $271,285 | 3,436 | 0.00 | 0.13 | 55 | 1.63 | 12-31-2023 |
| DEFINED WEALTH MANAGEMENT LLC | COM | 2602 | $273,976 | 3,435 | 0.00 | 0.00 | 5 | 0.15 | 03-31-2024 |
| APELLA CAPITAL LLC | COM | 2603 | $251,225 | 3,425 | 0.00 | 0.00 | 183 | 5.64 | 03-31-2024 |
| PROFICIO CAPITAL PARTNERS LLC | COM | 2604 | $272,620 | 3,418 | 0.00 | 0.00 | 292 | 9.34 | 03-31-2024 |
