Ticker: WABF CUSIP: 35473P397 Class: WESTN ASSET BD
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| BANK OF AMERICA CORP /DE/ | 269 | $7 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Landmark Wealth Management, LLC | 137,467 | 146,079 | +8,612 (+6.3%) |
| Encompass More Asset Management | 49,746 | 50,953 | +1,207 (+2.4%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| AE Wealth Management LLC | 70 | 1 | -69 (-98.6%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| CITADEL ADVISORS LLC | 10,743 | $274 |
| JPMORGAN CHASE & CO | 745 | $19 |