Institutional Owners for WBA
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| CLAL INSURANCE ENTERPRISES HOLDINGS LTD | COM | Liquidated | $0 | 0 | 0.01 | 0.01 | 0 | 0.00 | 12-31-2023 |
| COPPERWYND FINANCIAL LLC | COM | 902 | $433,090 | 19,967 | 0.00 | 0.00 | 6,841 | 52.12 | 03-31-2024 |
| WELCH & FORBES LLC | COM | 903 | $519,304 | 19,889 | 0.00 | 0.00 | -676 | -3.29 | 12-31-2023 |
| HEARTWOOD WEALTH ADVISORS LLC | Stock | Liquidated | $0 | 0 | 0.00 | 19,676 | +Inf | 03-31-2024 |
