Institutional Owners for AEP
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| WEALTHSTONE INC | Equities | 1551 | $230,000 | 2,716 | 0.08 | 2,716 | +Inf | 03-31-2021 | |
| TILT INVESTMENT MANAGEMENT HOLDINGS PBC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| CI INVESTMENTS INC | COM | 1553 | $221,000 | 2,715 | 0.00 | 0.00 | -8,279 | -75.30 | 12-31-2023 |
| TEAM HEWINS LLC | COM | 1554 | $232,987 | 2,706 | 0.00 | 0.00 | -173 | -6.01 | 03-31-2024 |
