Institutional Owners for PFE
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| PACES FERRY WEALTH ADVISORS LLC | COM | Liquidated | $239,396 | 8,627 | 0.00 | 0.00 | 8,627 | +Inf | 03-31-2024 |
| MASCOMA WEALTH MANAGEMENT LLC | Stock | 3402 | $239,210 | 8,620 | 0.00 | 0.00 | -4,819 | -35.86 | 03-31-2024 |
| LODESTONE WEALTH MANAGEMENT LLC | COM | 3403 | $238,957 | 8,611 | 0.00 | 0.00 | -16,042 | -65.07 | 03-31-2024 |
| CAPE INVESTMENT ADVISORY INC | COM | 3404 | $247,687 | 8,603 | 0.00 | 0.00 | 4,583 | 114.00 | 12-31-2023 |
