WealthPlan Investment Management, LLC's ownership history for BRO

WealthPlan Investment Management, LLC currently holds 27.2K shares with a market value of $1.8M. It started holding BRO on 2024-09-30. At its peak, it held 109.3K shares on 2024-09-30. Its highest holding value was $11.6M on 2025-03-31. At its lowest, it held 27.2K shares on 2026-03-31, with a value of $1.8M on 2026-03-31. In the recent 180 days, WealthPlan Investment Management, LLC has decreased its shares by 72.0K. In the recent year, WealthPlan Investment Management, LLC has decreased its shares by 65.8K.