Portside Wealth Group, LLC's ownership history for WAL

Portside Wealth Group, LLC currently holds 3.2K shares with a market value of $274.4K. It started holding WAL on 2025-03-31. At its peak, it held 3.2K shares on 2025-09-30. Its highest holding value was $274.4K on 2025-09-30. At its lowest, it held 2.6K shares on 2025-03-31, with a value of $216.8K on 2025-03-31. In the recent 180 days, Portside Wealth Group, LLC has increased its shares by 569.