Institutional Owners for WBA
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| ISTHMUS PARTNERS LLC | COM | 1401 | $202,326 | 7,749 | 0.00 | 0.00 | 204 | 2.70 | 12-31-2023 |
| TREK FINANCIAL LLC | COM | Liquidated | $0 | 0 | 0.00 | 7,709 | +Inf | 03-31-2024 | |
| PRINCIPAL SECURITIES INC | COM | 1403 | $165,863 | 7,647 | 0.00 | 0.00 | 2,146 | 39.01 | 03-31-2024 |
| WESTSIDE INVESTMENT MANAGEMENT INC | COM | 1404 | $164,428 | 7,580 | 0.00 | 0.00 | 352 | 4.87 | 03-31-2024 |
