Institutional Owners for DOCU
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| AVIOR WEALTH MANAGEMENT LLC | Stock | 1451 | $32,335 | 543 | 0.00 | 0.00 | 252 | 86.60 | 03-31-2024 |
| MCGLONE SUTTNER WEALTH MANAGEMENT INC | COM | Liquidated | $0 | 0 | 0.00 | 538 | +Inf | 03-31-2024 | |
| CAPITAL ANALYSTS LLC | COMPOINT BRIDGE AMR | 1453 | $32,000 | 529 | 0.00 | 529 | +Inf | 03-31-2024 | |
| CAPITAL ANALYSTS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 469 | 781.67 | 03-31-2024 |
