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Axxcess Wealth Management’s Welltower WELL Stock Holding History

Axxcess Wealth Management’s Portfolio WELL Stock Details WELL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.03M Buy
6,713
+149
+2% +$22.9K 0.02% 419
2025
Q1 		$1.01M Buy
+6,564
New +$1.01M 0.03% 393