Brown & Brown shares owned by WealthPlan Investment Management
Quarter-by-quarter ownership of Brown & Brown (BRO) shares owned by WealthPlan Investment Management
from 13F filings
Historical chart of WealthPlan Investment Management investment in Brown & Brown
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Quarterly reported holdings in Brown & Brown by WealthPlan Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $9.3M | 106k | 87.54 |
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