WealthPLAN Partners, LLC - Tax-Free Fund of CO Y ownership

Quarter-by-quarter ownership
WealthPLAN Partners, LLC ownership history of Tax-Free Fund of CO Y
ValueSharesWeighting
Q2 2016$11,107,000
-7.8%
1,012
-9.5%
0.00%
-50.0%
Q4 2015$12,046,0001,1180.00%
Other shareholders
Tax-Free Fund of CO Y shareholders Q3 2023
NameSharesValueWeighting ↓
REILLY FINANCIAL ADVISORS, LLC 3,220$35,0000.01%
View complete list of Tax-Free Fund of CO Y shareholders