Wescott Financial Advisory Group, LLC's ownership history for CEF

Wescott Financial Advisory Group, LLC currently holds 5.7K shares with a market value of $272.5K. It started holding CEF on 2025-09-30. At its peak, it held 5.7K shares on 2025-09-30. Its highest holding value was $272.5K on 2026-03-31. At its lowest, it held 5.7K shares on 2025-09-30, with a value of $209.5K on 2025-09-30. In the recent 180 days, Wescott Financial Advisory Group, LLC has increased its shares by 0.