Institutional Owners for PFE
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| EADS & HEALD WEALTH MANAGEMENT | COM | 3551 | $213,000 | 7,692 | 0.10 | 0.11 | -450 | -5.53 | 03-31-2024 |
| JOURNEY STRATEGIC WEALTH LLC | COM | 3552 | $221,375 | 7,689 | 0.00 | 0.00 | -8,685 | -53.04 | 12-31-2023 |
| JACOBSEN CAPITAL MANAGEMENT | COM | Liquidated | $0 | 0 | 0.00 | 7,661 | +Inf | 03-31-2024 | |
| COMPASS WEALTH MANAGEMENT LLC | COM | 3554 | $212,454 | 7,656 | 0.00 | 0.00 | 133 | 1.77 | 03-31-2024 |
