Institutional Owners for WMT
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| ZEGA FINANCIAL LLC | COM | 3551 | $321,291 | 2,038 | 0.00 | 2,038 | +Inf | 12-31-2023 | |
| FORTRESS WEALTH GROUP LLC | COM | 3552 | $322,039 | 2,035 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| NEWPORT WEALTH STRATEGIES INC | COM | 3553 | $283,000 | 2,033 | 0.17 | 0.16 | 67 | 3.41 | 09-30-2021 |
| PLANNING CENTER INC | COM | 3554 | $319,233 | 2,031 | 0.00 | 0.17 | 295 | 16.99 | 06-30-2023 |
