Wealth Dimensions Group, Ltd.'s ownership history for JEPI

Wealth Dimensions Group, Ltd. currently holds 23.2K shares with a market value of $1.3M. It started holding JEPI on 2024-09-30. At its peak, it held 25.5K shares on 2025-09-30. Its highest holding value was $1.5M on 2025-09-30. At its lowest, it held 23.2K shares on 2025-12-31, with a value of $1.3M on 2025-12-31. In the recent 180 days, Wealth Dimensions Group, Ltd. has decreased its shares by 2.2K. In the recent year, Wealth Dimensions Group, Ltd. has decreased its shares by 1.1K.