Institutional Owners for FISV
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| SKYOAK WEALTH LLC | COM | 1601 | $515,260 | 3,224 | 0.00 | 0.00 | -991 | -23.51 | 03-31-2024 |
| MONECO ADVISORS LLC | COM | 1602 | $515,100 | 3,223 | 0.00 | 0.12 | 777 | 31.77 | 03-31-2024 |
| CENTENNIAL WEALTH ADVISORY LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -461 | -12.55 | 12-31-2023 |
| NAPLES GLOBAL ADVISORS LLC | COM | 1604 | $513,183 | 3,211 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
