Portside Wealth Group, LLC's ownership history for WMS


Portside Wealth Group, LLC currently holds 3.5K shares with a market value of $501.5K. It started holding WMS on 2025-06-30. At its peak, it held 4.2K shares on 2025-09-30. Its highest holding value was $578.7K on 2025-09-30. At its lowest, it held 3.4K shares on 2025-06-30, with a value of $394.4K on 2025-06-30. In the recent 180 days, Portside Wealth Group, LLC has increased its shares by 29.


Portside Wealth Group, LLC's ownership history for WMS