Rise Advisors, LLC's ownership history for WSO

Rise Advisors, LLC currently holds 68 shares with a market value of $27.5K. It started holding WSO on 2024-09-30. At its peak, it held 90 shares on 2024-12-31. Its highest holding value was $43.8K on 2024-09-30. At its lowest, it held 67 shares on 2025-03-31, with a value of $27.5K on 2025-09-30. In the recent 180 days, Rise Advisors, LLC has increased its shares by 1. In the recent year, Rise Advisors, LLC has decreased its shares by 21.