SAX WEALTH ADVISORS, LLC's ownership history for WELL

SAX WEALTH ADVISORS, LLC currently holds 7.6K shares with a market value of $1.4M. It started holding WELL on 2025-03-31. At its peak, it held 7.8K shares on 2025-09-30. Its highest holding value was $1.4M on 2025-12-31. At its lowest, it held 7.6K shares on 2025-12-31, with a value of $1.2M on 2025-03-31. In the recent 180 days, SAX WEALTH ADVISORS, LLC has decreased its shares by 205. In the recent year, SAX WEALTH ADVISORS, LLC has decreased its shares by 160.