Institutional Owners for QQQ
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| MEEDER ADVISORY SERVICES INC | UNIT SER 1 | Liquidated | $0 | 0 | 0.00 | 0.00 | -793 | -37.18 | 03-31-2024 |
| CURATED WEALTH PARTNERS LLC | UNIT SER 1 | Liquidated | $0 | 0 | 0.00 | 0.00 | -60 | -4.29 | 03-31-2024 |
| PATTEN GROUP INC | UNIT SER 1 | 3203 | $594,085 | 1,338 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| LRI INVESTMENTS LLC | ETF | 3204 | $592,398 | 1,337 | 0.00 | 1,337 | +Inf | 03-31-2024 |
