WealthPLAN Partners, LLC - Schwartz Invt Tr Ave Maria Rising Div ownership

Quarter-by-quarter ownership
WealthPLAN Partners, LLC ownership history of Schwartz Invt Tr Ave Maria Rising Div
ValueSharesWeighting
Q2 2016$8,299,000
+8.1%
495
+0.4%
0.00%0.0%
Q4 2015$7,675,0004930.00%
Other shareholders

There were no reported owners of Schwartz Invt Tr Ave Maria Rising Div in Q3 2023.

NameSharesValueWeighting ↓
View complete list of Schwartz Invt Tr Ave Maria Rising Div shareholders