Selective Wealth Management, Inc.'s ownership history for WM

Selective Wealth Management, Inc. currently holds 1.0K shares with a market value of $229.8K. It started holding WM on 2024-09-30. At its peak, it held 1.0K shares on 2025-12-31. Its highest holding value was $236.0K on 2025-03-31. At its lowest, it held 1.0K shares on 2024-09-30, with a value of $213.2K on 2024-12-31. In the recent 180 days, Selective Wealth Management, Inc. has increased its shares by 16. In the recent year, Selective Wealth Management, Inc. has increased its shares by 16.