Kellett Wealth Advisors, LLC's ownership history for WM

Kellett Wealth Advisors, LLC currently holds 1.2K shares with a market value of $265.4K. It started holding WM on 2024-09-30. At its peak, it held 1.2K shares on 2025-09-30. Its highest holding value was $265.4K on 2025-09-30. At its lowest, it held 1.0K shares on 2025-03-31, with a value of $218.4K on 2024-09-30. In the recent 180 days, Kellett Wealth Advisors, LLC has increased its shares by 200.