Asset Planning,Inc's ownership history for WELL

Asset Planning,Inc currently holds 19.9K shares with a market value of $3.7M. It started holding WELL on 2024-12-31. At its peak, it held 20.6K shares on 2024-12-31. Its highest holding value was $3.7M on 2025-12-31. At its lowest, it held 19.9K shares on 2025-12-31, with a value of $2.6M on 2024-12-31. In the recent 180 days, Asset Planning,Inc has decreased its shares by 302. In the recent year, Asset Planning,Inc has decreased its shares by 686.