BSW Wealth Partners's ownership history for WF

BSW Wealth Partners currently holds 10.0K shares with a market value of $559.3K. It started holding WF on 2024-09-30. At its peak, it held 10.0K shares on 2025-09-30. Its highest holding value was $559.3K on 2025-09-30. At its lowest, it held 8.3K shares on 2025-03-31, with a value of $268.1K on 2024-12-31. In the recent 180 days, BSW Wealth Partners has increased its shares by 1.6K. In the recent year, BSW Wealth Partners has increased its shares by 1.2K.