Institutional Owners for WBA
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| BERMAN CAPITAL ADVISORS LLC | Stock | 1101 | $592,000 | 12,606 | 0.09 | 0.12 | -1,247 | -9.00 | 09-30-2021 |
| AVAII WEALTH MANAGEMENT LLC | COM | 1102 | $273,321 | 12,601 | 0.00 | 0.00 | 3,341 | 36.08 | 03-31-2024 |
| CORIENT CAPITAL PARTNERS LLC | COM | 1103 | $474,000 | 12,506 | 0.04 | 0.04 | 352 | 2.90 | 09-30-2022 |
| EVERETT HARRIS & CO /CA/ | COM | 1104 | $271,103 | 12,499 | 0.00 | 0.00 | -250 | -1.96 | 03-31-2024 |
