Institutional Owners for IBM
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| CLEAR PERSPECTIVES FINANCIAL PLANNING LLC | COM | 3801 | $13,371 | 102 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
| BELLEVUE ASSET MANAGEMENT LLC | COM | 3802 | $19,320 | 101 | 0.00 | 0.00 | 1 | 1.00 | 03-31-2024 |
| LIPE & DALTON | cs | 3803 | $19,000 | 100 | 0.01 | 100 | +Inf | 03-31-2024 | |
| AVONDALE WEALTH MANAGEMENT | Stock | 3804 | $16,355 | 100 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
