Wallace Advisory Group, LLC's ownership history for OLLI

Wallace Advisory Group, LLC currently holds 3.9K shares with a market value of $514.6K. It started holding OLLI on 2024-09-30. At its peak, it held 5.1K shares on 2025-06-30. Its highest holding value was $598.1K on 2025-06-30. At its lowest, it held 3.0K shares on 2024-12-31, with a value of $288.6K on 2024-12-31. In the recent 180 days, Wallace Advisory Group, LLC has decreased its shares by 974. In the recent year, Wallace Advisory Group, LLC has increased its shares by 859.