Institutional Owners for MSFT
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| TRUE WEALTH DESIGN LLC | COM | 6051 | $337,644 | 991 | 0.00 | 0.00 | -2,373 | -70.54 | 06-30-2023 |
| MARMO FINANCIAL GROUP LLC | COM | 6052 | $371,197 | 987 | 0.00 | 0.00 | 27 | 2.81 | 12-31-2023 |
| SEASIDE WEALTH MANAGEMENT INC | COM | 6053 | $309,754 | 981 | 0.00 | 0.00 | -8 | -0.81 | 09-30-2023 |
| TREASURE COAST FINANCIAL PLANNING | COM | 6054 | $412,306 | 980 | 0.00 | 0.00 | -146 | -12.97 | 03-31-2024 |
