Modern Wealth Management, LLC's ownership history for WELL

Modern Wealth Management, LLC currently holds 6.1K shares with a market value of $1.2M. It started holding WELL on 2024-12-31. At its peak, it held 41.7K shares on 2024-12-31. Its highest holding value was $6.0M on 2024-12-31. At its lowest, it held 6.1K shares on 2026-03-31, with a value of $1.0M on 2025-06-30. In the recent 180 days, Modern Wealth Management, LLC has decreased its shares by 142. In the recent year, Modern Wealth Management, LLC has decreased its shares by 30.6K.