Institutional Owners for DOCU
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
REDPOINT INVESTMENT MANAGEMENT PTY LTD COM 851 $302,000 5,640 0.04 0.04 -762 -11.90 09-30-2022
VENTURI WEALTH MANAGEMENT LLC COM 852 $300,028 5,608 0.00 0.00 -4,406 -44.00 06-30-2024
WESTERN WEALTH MANAGEMENT LLC COM 853 $298,962 5,588 0.00 0.00 -209 -3.61 06-30-2024
JONES FINANCIAL COMPANIES LLLP COMMON STOCK 854 $298,589 5,581 0.00 0.00 3,956 243.45 06-30-2024
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