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Congress Wealth Management’s Welltower WELL Stock Holding History

Congress Wealth Management’s Portfolio WELL Stock Details WELL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$23.5M Buy
152,746
+150,687
+7,318% +$23.2M 0.23% 104
2025
Q1 		$315K Buy
+2,059
New +$315K ﹤0.01% 927