Mowery & Schoenfeld Wealth Management, LLC's ownership history for WELL

Mowery & Schoenfeld Wealth Management, LLC currently holds 73 shares with a market value of $14.4K. It started holding WELL on 2024-12-31. At its peak, it held 94 shares on 2024-12-31. Its highest holding value was $14.5K on 2025-06-30. At its lowest, it held 73 shares on 2025-09-30, with a value of $11.8K on 2024-12-31. In the recent 180 days, Mowery & Schoenfeld Wealth Management, LLC has increased its shares by 0. In the recent year, Mowery & Schoenfeld Wealth Management, LLC has decreased its shares by 21.