Institutional Owners for DOCU
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| WEALTHPLAN PARTNERS LLC | Stock/ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | -51 | -23.29 | 03-31-2024 |
| GLASSMAN WEALTH SERVICES | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -5 | -2.94 | 03-31-2024 |
| WASHINGTON TRUST CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -600 | -78.95 | 03-31-2024 |
| HOOVER FINANCIAL ADVISORS INC | COM | 1554 | $44,000 | 158 | 0.01 | 0.02 | -274 | -63.43 | 06-30-2021 |
