XML Financial, LLC's ownership history for WELL

XML Financial, LLC currently holds 1.7K shares with a market value of $306.7K. It started holding WELL on 2024-12-31. At its peak, it held 1.8K shares on 2024-12-31. Its highest holding value was $306.7K on 2025-12-31. At its lowest, it held 1.3K shares on 2025-03-31, with a value of $204.4K on 2025-03-31. In the recent 180 days, XML Financial, LLC has increased its shares by 318. In the recent year, XML Financial, LLC has decreased its shares by 138.