Corient Private Wealth LLC's ownership history for WSO

Corient Private Wealth LLC currently holds 156.1K shares with a market value of $63.1M. It started holding WSO on 2024-09-30. At its peak, it held 296.2K shares on 2025-06-30. Its highest holding value was $130.8M on 2025-06-30. At its lowest, it held 143.5K shares on 2025-03-31, with a value of $63.1M on 2025-09-30. In the recent 180 days, Corient Private Wealth LLC has increased its shares by 12.5K. In the recent year, Corient Private Wealth LLC has decreased its shares by 9.0K.