Institutional Owners for WELL
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| DODDS WEALTH LLC | COM | 651 | $678,890 | 7,529 | 0.00 | 7,529 | +Inf | 12-31-2023 | |
| MACHINA CAPITAL SAS | COM | 652 | $699,118 | 7,482 | 0.00 | 0.00 | 2,751 | 58.15 | 03-31-2024 |
| GLOBAL RETIREMENT PARTNERS LLC | COM | 653 | $697,722 | 7,467 | 0.00 | 0.00 | -379 | -4.83 | 03-31-2024 |
| EMPOWERED FUNDS LLC | COM | 654 | $688,186 | 7,365 | 0.00 | 0.00 | 3,103 | 72.81 | 03-31-2024 |
