Whipplewood Advisors, LLC's ownership history for WELL

Whipplewood Advisors, LLC currently holds 2.7K shares with a market value of $506.2K. It started holding WELL on 2024-12-31. At its peak, it held 2.9K shares on 2024-12-31. Its highest holding value was $506.2K on 2025-12-31. At its lowest, it held 2.7K shares on 2025-09-30, with a value of $366.6K on 2024-12-31. In the recent 180 days, Whipplewood Advisors, LLC has decreased its shares by 73. In the recent year, Whipplewood Advisors, LLC has decreased its shares by 182.