WealthPLAN Partners, LLC's ownership history for BRO

WealthPLAN Partners, LLC currently holds 36.6K shares with a market value of $3.4M. It started holding BRO on 2024-09-30. At its peak, it held 51.7K shares on 2024-09-30. Its highest holding value was $6.3M on 2025-03-31. At its lowest, it held 35.7K shares on 2025-06-30, with a value of $3.4M on 2025-09-30. In the recent 180 days, WealthPLAN Partners, LLC has decreased its shares by 14.2K. In the recent year, WealthPLAN Partners, LLC has decreased its shares by 15.1K.