Institutional Owners for CVS
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| SUGARLOAF WEALTH MANAGEMENT LLC | Stock | 3101 | $121,003 | 1,517 | 0.00 | 0.00 | -122 | -7.44 | 03-31-2024 |
| PLATINUM INVESTMENT MANAGEMENT LTD | COM | 3102 | $128,000 | 1,509 | 0.00 | 1,509 | +Inf | 09-30-2021 | |
| TRIFECTA CAPITAL ADVISORS LLC | COM | 3103 | $119,640 | 1,500 | 0.00 | 0.00 | -11 | -0.73 | 03-31-2024 |
| MASCOMA WEALTH MANAGEMENT LLC | Stock | 3104 | $118,842 | 1,490 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
