Institutional Owners for WAL
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| MERIDIAN WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 3,379 | +Inf | 03-31-2024 | |
| SIMPLICITY WEALTHLLC | COM | 552 | $216,713 | 3,376 | 0.00 | 3,376 | +Inf | 03-31-2024 | |
| SIMPLICITY SOLUTIONS LLC | COM | 553 | $211,589 | 3,216 | 0.00 | 3,216 | +Inf | 12-31-2023 | |
| BANQUE CANTONALE VAUDOISE | COM | Liquidated | $0 | 0 | 0.01 | 0.01 | 0 | 0.00 | 03-31-2024 |
