Institutional Owners for VZ
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
GRADIENT INVESTMENTS LLC COM 4001 $157,800 3,761 0.00 0.00 -15,503 -80.48 03-31-2024
BKM WEALTH MANAGEMENT LLC COM 4002 $155,894 3,715 0.00 0.00 -2,250 -37.72 03-31-2024
TSFG LLC Common Stock 4003 $156,000 3,707 0.04 0.08 -3,241 -46.65 03-31-2024
RIA ADVISORY GROUP LLC COM 4004 $873,766 3,658 0.00 0.00 -15,611 -81.02 12-31-2023
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