Institutional Owners for DOCU
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| BALDRIGE ASSET MANAGEMENT LLC | COM | 1701 | $3,000 | 45 | 0.00 | 45 | +Inf | 03-31-2023 | |
| JPMORGAN CHASE & CO | COM | Liquidated | $0 | 0 | 0.00 | 45 | +Inf | 12-31-2023 | |
| GLEASON GROUP INC | COM | 1703 | $2,620 | 44 | 0.00 | 0.00 | -1,811 | -97.63 | 03-31-2024 |
| TURTLE CREEK WEALTH ADVISORS LLC | Stock | 1704 | $2,497 | 42 | 0.00 | 42 | +Inf | 12-31-2023 |
