Institutional Owners for AMZN
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| HEARTWOOD WEALTH ADVISORS LLC | Stock | 4651 | $898,653 | 4,982 | 0.00 | 0.00 | -282 | -5.36 | 03-31-2024 |
| HERITAGE WEALTH MANAGEMENT INC /CA/ | COM | 4652 | $896,669 | 4,971 | 0.00 | 0.00 | -74 | -1.47 | 03-31-2024 |
| AAF WEALTH MANAGEMENT LLC | COM | 4653 | $631,024 | 4,964 | 0.00 | 0.00 | -20 | -0.40 | 09-30-2023 |
| MEREDITH WEALTH PLANNING | COM | 4654 | $891,511 | 4,943 | 0.00 | 0.00 | -40 | -0.80 | 03-31-2024 |
