Institutional Owners for CHTR
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| INSTITUTE FOR WEALTH MANAGEMENT LLC | CL A | 951 | $334,411 | 1,151 | 0.00 | 0.00 | -24 | -2.04 | 03-31-2024 |
| WINTRUST INVESTMENTS LLC | COM | 952 | $334,000 | 1,150 | 0.03 | 1,150 | +Inf | 03-31-2024 | |
| ADVISORY SERVICES NETWORK LLC | Stock | 953 | $333,790 | 1,149 | 0.00 | 0.00 | -1,810 | -61.17 | 03-31-2024 |
| PURE FINANCIAL ADVISORS LLC | CL A | 954 | $328,993 | 1,132 | 0.00 | 0.00 | -215 | -15.96 | 03-31-2024 |
