Axis Wealth Partners, LLC's ownership history for WTMF

Axis Wealth Partners, LLC currently holds 14.8K shares with a market value of $561.4K. It started holding WTMF on 2024-12-31. At its peak, it held 14.8K shares on 2025-09-30. Its highest holding value was $561.4K on 2025-09-30. At its lowest, it held 8.6K shares on 2024-12-31, with a value of $301.9K on 2024-12-31. In the recent 180 days, Axis Wealth Partners, LLC has increased its shares by 2.8K.