Wealthspire Advisors, LLC's ownership history for PTY

Wealthspire Advisors, LLC currently holds 108.2K shares with a market value of $1.6M. It started holding PTY on 2024-12-31. At its peak, it held 127.1K shares on 2025-06-30. Its highest holding value was $1.8M on 2025-06-30. At its lowest, it held 25.2K shares on 2024-12-31, with a value of $362.6K on 2024-12-31. In the recent 180 days, Wealthspire Advisors, LLC has increased its shares by 13.0K.