Institutional Owners for OLLI
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| PICTET ASSET MANAGEMENT SA | COM | 401 | $359,340 | 6,203 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| ATRIA WEALTH SOLUTIONS INC | COM | 402 | $491,247 | 6,174 | 0.00 | 0.00 | 2,188 | 54.89 | 03-31-2024 |
| CORNERSTONE INVESTMENT PARTNERS LLC | COM | 403 | $356,327 | 6,151 | 0.00 | 0.00 | 2,519 | 69.36 | 06-30-2023 |
| LIDO ADVISORS LLC | COM | 404 | $474,396 | 5,962 | 0.00 | 5,962 | +Inf | 03-31-2024 |
