Circle Wealth Management, LLC's ownership history for WELL

Circle Wealth Management, LLC currently holds 2.2K shares with a market value of $425.8K. It started holding WELL on 2025-12-31. At its peak, it held 2.2K shares on 2026-03-31. Its highest holding value was $425.8K on 2026-03-31. At its lowest, it held 1.9K shares on 2025-12-31, with a value of $356.2K on 2025-12-31.