Empower Advisory Group
WELL icon

Empower Advisory Group’s Welltower WELL Stock Holding History

Empower Advisory Group’s Portfolio WELL Stock Details WELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,599
Closed -$202K – 519
2024
Q4 		$202K Buy
+1,599
New +$202K ﹤0.01% 490