Institutional Owners for WBA
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| CAMBRIDGE TRUST CO | COM | 1801 | $44,387 | 1,700 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ENRICH FINANCIAL PARTNERS LLC | COM | 1802 | $36,838 | 1,698 | 0.00 | 1,698 | +Inf | 03-31-2024 | |
| BKM WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 1,696 | +Inf | 03-31-2024 | |
| CREATIVE FINANCIAL DESIGNS INC /ADV | Stock | 1804 | $36,396 | 1,678 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
