Smallwood Wealth Investment Management, LLC's ownership history for WELL

Smallwood Wealth Investment Management, LLC currently holds 207 shares with a market value of $40.9K. It started holding WELL on 2025-03-31. At its peak, it held 207 shares on 2025-12-31. Its highest holding value was $40.9K on 2026-03-31. At its lowest, it held 185 shares on 2025-03-31, with a value of $28.3K on 2025-03-31. In the recent 180 days, Smallwood Wealth Investment Management, LLC has increased its shares by 12. In the recent year, Smallwood Wealth Investment Management, LLC has increased its shares by 22.