Valmark Advisers, Inc.'s ownership history for WELL

Valmark Advisers, Inc. currently holds 3.0K shares with a market value of $530.7K. It started holding WELL on 2024-12-31. At its peak, it held 3.0K shares on 2025-06-30. Its highest holding value was $530.7K on 2025-09-30. At its lowest, it held 1.9K shares on 2024-12-31, with a value of $243.4K on 2024-12-31. In the recent 180 days, Valmark Advisers, Inc. has increased its shares by 663.