OXFORD FINANCIAL GROUP, LTD. LLC's ownership history for WELL

OXFORD FINANCIAL GROUP, LTD. LLC currently holds 1.4K shares with a market value of $267.3K. It started holding WELL on 2025-03-31. At its peak, it held 1.4K shares on 2025-12-31. Its highest holding value was $267.3K on 2026-03-31. At its lowest, it held 1.3K shares on 2025-06-30, with a value of $205.2K on 2025-06-30. In the recent 180 days, OXFORD FINANCIAL GROUP, LTD. LLC has decreased its shares by 43. In the recent year, OXFORD FINANCIAL GROUP, LTD. LLC has decreased its shares by 70.