Institutional Owners for WMT
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| CRIBSTONE CAPITAL MANAGEMENT LLC | CS | 2151 | $1,276,000 | 10,492 | 0.78 | 0.43 | 5,092 | 94.30 | 06-30-2022 |
| TRUEWEALTH ADVISORS LLC | COM | 2152 | $630,672 | 10,482 | 0.00 | 0.00 | 6,054 | 136.72 | 03-31-2024 |
| LAKE STREET ADVISORS GROUP LLC | COM | 2153 | $1,542,000 | 10,460 | 0.10 | 0.10 | 164 | 1.59 | 03-31-2023 |
| CASTLE WEALTH MANAGEMENT LLC | COM | 2154 | $631,274 | 10,456 | 0.00 | 0.00 | 6,751 | 182.21 | 03-31-2024 |
