Successful Portfolios LLC's ownership history for WELL

Successful Portfolios LLC currently holds 1.1K shares with a market value of $218.0K. It started holding WELL on 2025-09-30. At its peak, it held 1.1K shares on 2025-09-30. Its highest holding value was $218.0K on 2026-03-31. At its lowest, it held 1.1K shares on 2025-12-31, with a value of $200.4K on 2025-09-30. In the recent 180 days, Successful Portfolios LLC has decreased its shares by 12.