Trek Financial, LLC's ownership history for WELL

Trek Financial, LLC currently holds 21.5K shares with a market value of $4.0M. It started holding WELL on 2025-03-31. At its peak, it held 21.7K shares on 2025-06-30. Its highest holding value was $4.0M on 2025-12-31. At its lowest, it held 19.6K shares on 2025-03-31, with a value of $3.0M on 2025-03-31. In the recent 180 days, Trek Financial, LLC has increased its shares by 1.9K.