Institutional Owners for PFE
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| FINANCIAL ARCHITECTS INC | COM | 2201 | $1,224,000 | 27,965 | 0.21 | 27,965 | +Inf | 09-30-2022 | |
| BEDEL FINANCIAL CONSULTING INC | COM | 2202 | $802,489 | 27,874 | 0.00 | 0.00 | -1,601 | -5.43 | 12-31-2023 |
| HEADINVEST LLC | Stock | 2203 | $802,435 | 27,872 | 0.00 | 0.00 | -4,393 | -13.62 | 12-31-2023 |
| WBH ADVISORY INC | COM | 2204 | $771,795 | 27,812 | 0.00 | 0.00 | -5,577 | -16.70 | 03-31-2024 |
