Institutional Owners for QQQ
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| GRASSI INVESTMENT MANAGEMENT | COM | 1651 | $5,055,000 | 11,386 | 0.46 | 0.49 | 56 | 0.49 | 03-31-2024 |
| SANDBOX FINANCIAL PARTNERS LLC | UNIT SER 1 | 1652 | $5,054,248 | 11,383 | 0.00 | 0.00 | 565 | 5.22 | 03-31-2024 |
| VANCE WEALTH INC | UNIT SER 1 | 1653 | $5,040,047 | 11,351 | 0.00 | 0.00 | -317 | -2.72 | 03-31-2024 |
| WEALTHSOURCE PARTNERS LLC | UNIT SER 1 | 1654 | $3,638,192 | 11,336 | 0.00 | 0.28 | 2,526 | 28.67 | 03-31-2023 |
