CS
WEL

Clear Street’s Integrated Wellness Acquisition Corp WEL Stock Holding History

Clear Street’s Portfolio WEL Stock Details WEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-300
Closed -$3.54K – 707
2024
Q3 		$3.54K Buy
+300
New +$3.51K ﹤0.01% 501
2023
Q2 		– Sell
-300
Closed -$3.15K – 1401
2023
Q1 		$3.15K Sell
300
-300
-50% -$3.12K ﹤0.01% 770
2022
Q4 		$6K Buy
+600
New +$6.12K ﹤0.01% 625

Other funds holding WEL

MSU
Mizuho Securities USA New York $6.2B AUM 35.46% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
CA
Crossingbridge Advisors Pleasantville, New York $567M AUM 0.34% 1-Year Est. Return

Clear Street's WEL Position: Q4 2024 in Review

Clear Street sold out of Integrated Wellness Acquisition Corp (WEL) in Q4 2024, closing a stake of 300 shares — an estimated $3.54K sold.

Clear Street first reported a position in WEL in Q4 2022 and held it in 3 quarters. The position peaked at $6K in Q4 2022. 3 funds tracked by Wall St. Rank hold WEL as of Q4 2024.

  • Clear Street reported no remaining Integrated Wellness Acquisition Corp position as of Q4 2024 after selling out during the quarter.
  • Clear Street sold 300 Integrated Wellness Acquisition Corp shares in Q4 2024, an estimated $3.54K.
  • Clear Street first reported a position in Integrated Wellness Acquisition Corp in Q4 2022 and held it in 3 quarters.
  • Clear Street's Integrated Wellness Acquisition Corp position peaked at $6K in Q4 2022.
  • 3 funds tracked by Wall St. Rank held Integrated Wellness Acquisition Corp as of Q4 2024.

Based on Clear Street's 13F filing for Q4 2024, filed 14 Feb 2025.