Corient Private Wealth LLC's ownership history for WSO

Corient Private Wealth LLC currently holds 143.2K shares with a market value of $52.0M. It started holding WSO on 2024-09-30. At its peak, it held 472.2K shares on 2025-12-31. Its highest holding value was $130.8M on 2025-06-30. At its lowest, it held 143.2K shares on 2026-03-31, with a value of $46.7M on 2025-12-31. In the recent 180 days, Corient Private Wealth LLC has decreased its shares by 12.8K. In the recent year, Corient Private Wealth LLC has decreased its shares by 292.