Focus Partners Wealth's ownership history for WM

Focus Partners Wealth currently holds 192.3K shares with a market value of $42.5M. It started holding WM on 2024-09-30. At its peak, it held 196.5K shares on 2025-03-31. Its highest holding value was $45.5M on 2025-03-31. At its lowest, it held 52.3K shares on 2024-09-30, with a value of $10.9M on 2024-09-30. In the recent 180 days, Focus Partners Wealth has decreased its shares by 4.2K. In the recent year, Focus Partners Wealth has increased its shares by 140.0K.

It has also owned 1 contracts of calls, with the market value of the underlying securities totaling $1.1K on 2024-12-31. At its peak, it held 1 contracts of calls on 2024-12-31 and it owned calls with the market value of the underlying securities totaling $1.1K on 2024-12-31. At its lowest, it held 1 contracts of calls on 2024-12-31 and it owned calls with the market value of the underlying securities totaling $1.1K on 2024-12-31.