Institutional Owners for WMS
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
GLASSMAN WEALTH SERVICES COM Liquidated $0 0 0.00 0.00 -18 -40.00 03-31-2024
WASHINGTON TRUST ADVISORS INC COM Liquidated $0 0 0.00 0.00 0 0.00 03-31-2024
JONES FINANCIAL COMPANIES LLLP COM 703 $4,478 26 0.00 0.00 4 18.18 03-31-2024
FARTHER FINANCE ADVISORS LLC Stock 704 $2,845 25 0.00 25 +Inf 06-30-2023
logo   

Please upgrade to premium to see all results. Signup if you don't have an account.

Login Signup
Debug Info- Version: 2.6