First Trust Direct Indexing’s Brown & Brown BRO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$806K Buy
2024
Q2
$608K Buy
2024
Q1
$384K Buy
2023
Q4
$274K Buy
2023
Q3
$246K Buy
2023
Q2
$213K Buy