Institutional Owners for WMT
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
WEST WEALTH GROUP LLC COM 3801 $232,904 1,477 0.00 0.00 -227 -13.32 12-31-2023
ABEL HALL LLC COM 3802 $232,691 1,476 0.00 1,476 +Inf 12-31-2023
PCG WEALTH ADVISORS LLC COM Liquidated $0 0 0.00 0.00 0 0.00 03-31-2024
MOTIVE WEALTH ADVISORS COM Liquidated $0 0 0.00 0.00 -114 -7.21 12-31-2023
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