Portside Wealth Group, LLC's ownership history for FDS

Portside Wealth Group, LLC currently holds 2.5K shares with a market value of $716.2K. It started holding FDS on 2024-09-30. At its peak, it held 3.5K shares on 2025-03-31. Its highest holding value was $1.7M on 2025-03-31. At its lowest, it held 2.5K shares on 2025-06-30, with a value of $716.2K on 2025-09-30. In the recent 180 days, Portside Wealth Group, LLC has decreased its shares by 972. In the recent year, Portside Wealth Group, LLC has decreased its shares by 846.