BEACON FINANCIAL PLANNING, INC's ownership history for WELL

BEACON FINANCIAL PLANNING, INC currently holds 42.6K shares with a market value of $8.4M. It started holding WELL on 2024-09-30. At its peak, it held 42.6K shares on 2026-03-31. Its highest holding value was $8.4M on 2026-03-31. At its lowest, it held 13.4K shares on 2024-09-30, with a value of $1.7M on 2024-09-30. In the recent 180 days, BEACON FINANCIAL PLANNING, INC has increased its shares by 14.5K. In the recent year, BEACON FINANCIAL PLANNING, INC has increased its shares by 14.7K.