Institutional Owners for PEP
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| CREWE ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -402 | -42.68 | 12-31-2023 |
| O'BRIEN WEALTH PARTNERS LLC | COM | 4252 | $92,055 | 526 | 0.00 | 0.00 | -548 | -51.02 | 03-31-2024 |
| KEENER FINANCIAL PLANNING LLC | COM | 4253 | $92,000 | 524 | 0.06 | 0.06 | 74 | 16.44 | 03-31-2024 |
| KAPITALO INVESTIMENTOS LTDA | COM | 4254 | $95,944 | 518 | 0.00 | 518 | +Inf | 06-30-2023 |
