Bernardo Wealth Planning LLC's ownership history for WY

Bernardo Wealth Planning LLC currently holds 9.7K shares with a market value of $240.5K. It started holding WY on 2024-09-30. At its peak, it held 9.7K shares on 2025-09-30. Its highest holding value was $283.7K on 2025-03-31. At its lowest, it held 9.6K shares on 2024-09-30, with a value of $247 on 2025-06-30. In the recent 180 days, Bernardo Wealth Planning LLC has increased its shares by 12. In the recent year, Bernardo Wealth Planning LLC has increased its shares by 106.