| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| ENCOMPASS WEALTH ADVISORS, LLC | 14 | 14 | 0.35% | 0.44% | 0.54% | Q1 2021 | Q2 2024 | 14 |
| Janney Montgomery Scott LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2015 | 9 |
| WealthPLAN Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q2 2016 | 2 |
| Janney Capital Management LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2015 | Q1 2015 | 1 |
This page lists all the filers that currently own TOUCH MDCP GRW Y or have owned TOUCH MDCP GRW Y in the past.