WealthPLAN Partners, LLC - Bac Cap Tr VIII 6% Pfd ownership

Quarter-by-quarter ownership
WealthPLAN Partners, LLC ownership history of Bac Cap Tr VIII 6% Pfd
ValueSharesWeighting
Q2 2016$398,670,00015,4080.05%
Other shareholders
Bac Cap Tr VIII 6% Pfd shareholders Q3 2023
NameSharesValueWeighting ↓
Highlander Capital Management, LLC 4,000$99,160,0000.10%
ROOSEVELT INVESTMENT GROUP LLC 51,600$1,279,0000.06%
Carroll Financial Associates, Inc. 2,200$54,0000.02%
REILLY FINANCIAL ADVISORS, LLC 2,000$50,0000.01%
AMERIPRISE FINANCIAL INC 2,050$51,0000.00%
View complete list of Bac Cap Tr VIII 6% Pfd shareholders