WealthPLAN Partners, LLC - COLUMBIA VAL + RESTR Z ownership

Quarter-by-quarter ownership
WealthPLAN Partners, LLC ownership history of COLUMBIA VAL + RESTR Z
ValueSharesWeighting
Q4 2015$55,676,0001,3750.01%
Other shareholders
COLUMBIA VAL + RESTR Z shareholders Q3 2023
NameSharesValueWeighting ↓
Janney Montgomery Scott LLC 9,815$528,169,0000.02%
RIVERBRIDGE PARTNERS LLC 4,100$221,0000.01%
GOFEN & GLOSSBERG LLC /IL/ 256$14,0000.00%
View complete list of COLUMBIA VAL + RESTR Z shareholders