Institutional Owners for ZION
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| SIGMA PLANNING CORP | COM | 601 | $213,188 | 4,860 | 0.00 | 0.00 | -9,253 | -65.56 | 12-31-2023 |
| STRATEGIC ADVOCATES LLC | Stock | 602 | $210,620 | 4,853 | 0.00 | 0.00 | -283 | -5.51 | 03-31-2024 |
| BUCKINGHAM STRATEGIC PARTNERS LLC | COM | 603 | $208,928 | 4,814 | 0.00 | 4,814 | +Inf | 03-31-2024 | |
| SHELL ASSET MANAGEMENT CO | COM | 604 | $207,000 | 4,774 | 0.01 | 0.01 | -1,772 | -27.07 | 03-31-2024 |
