Portside Wealth Group, LLC's ownership history for COO

Portside Wealth Group, LLC currently holds 6.8K shares with a market value of $464.2K. It started holding COO on 2024-09-30. At its peak, it held 11.1K shares on 2025-06-30. Its highest holding value was $1.1M on 2024-09-30. At its lowest, it held 6.8K shares on 2025-09-30, with a value of $464.2K on 2025-09-30. In the recent 180 days, Portside Wealth Group, LLC has decreased its shares by 4.2K. In the recent year, Portside Wealth Group, LLC has decreased its shares by 3.4K.