Institutional Owners for PFE
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| CLARIS ADVISORS LLC / MO / | COM | 3651 | $204,092 | 7,089 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| TRIAD FINANCIAL ADVISORS INC | COM | 3652 | $235,078 | 7,087 | 0.00 | 0.00 | -21 | -0.30 | 09-30-2023 |
| JESSUP WEALTH MANAGEMENT INC | COM | 3653 | $235,015 | 7,085 | 0.00 | 0.00 | -537 | -7.05 | 09-30-2023 |
| IDAHO TRUST BANK | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
