Plan A Wealth LLC's ownership history for WRB


Plan A Wealth LLC currently holds 2.6K shares with a market value of $200.1K. It started holding WRB on 2025-03-31. At its peak, it held 3.0K shares on 2025-03-31. Its highest holding value was $221.1K on 2025-06-30. At its lowest, it held 2.6K shares on 2025-09-30, with a value of $200.1K on 2025-09-30. In the recent 180 days, Plan A Wealth LLC has decreased its shares by 423.


Plan A Wealth LLC's ownership history for WRB