Institutional Owners for PFE
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| MERIDIAN WEALTH ADVISORS LLC | COM | 2601 | $523,662 | 18,189 | 0.00 | 0.00 | -2,377 | -11.56 | 12-31-2023 |
| FSM WEALTH ADVISORS LLC | COM | 2602 | $602,599 | 18,167 | 0.00 | 0.00 | -480 | -2.57 | 09-30-2023 |
| CURI WEALTH MANAGEMENT LLC | COM | 2603 | $522,797 | 18,159 | 0.00 | 0.00 | -4,278 | -19.07 | 12-31-2023 |
| SC FINANCIAL SERVICES INC | COM | 2604 | $791,000 | 18,077 | 1.25 | 1.45 | 27 | 0.15 | 09-30-2022 |
