Institutional Owners for AXP
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| VALUED WEALTH ADVISORS LLC | COM | 3351 | $9,357 | 41 | 0.00 | 41 | +Inf | 03-31-2024 | |
| MENDOTA FINANCIAL GROUP LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| CAROLINAS WEALTH CONSULTING LLC | COM | 3353 | $9,262 | 40 | 0.00 | 0.00 | -10 | -20.00 | 06-30-2024 |
| FAIRWAY WEALTH LLC | Stock | 3354 | $9,030 | 39 | 0.00 | 39 | +Inf | 06-30-2024 |
