Institutional Owners for PFE
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| LEGACY WEALTH PLANNING LLC | COM | 4101 | $209,000 | 4,781 | 0.35 | 0.39 | -455 | -8.69 | 09-30-2022 |
| WEST PACES ADVISORS INC | Stock | 4102 | $132,562 | 4,777 | 0.00 | 0.00 | -2,213 | -31.66 | 03-31-2024 |
| VERICREST PRIVATE WEALTH | COM | 4103 | $247,000 | 4,715 | 0.30 | 0.25 | 0 | 0.00 | 06-30-2022 |
| CORDASCO FINANCIAL NETWORK | COM | 4104 | $243,000 | 4,696 | 0.16 | 0.15 | -420 | -8.21 | 03-31-2022 |
