FTWA
Fifth Third Wealth Advisors’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.6M | Buy |
16,886
+2,697
| +19% | +$415K | 0.11% | 135 |
|
|
2025
Q1 | $2.17M | Buy |
14,189
+9,049
| +176% | +$1.39M | 0.11% | 123 |
|
|
2024
Q4 | $648K | Sell |
5,140
-79
| -2% | -$9.96K | 0.04% | 272 |
|
|
2024
Q3 | $668K | Buy |
5,219
+125
| +2% | +$16K | 0.04% | 252 |
|
|
2024
Q2 | $531K | Buy |
+5,094
| New | +$531K | 0.04% | 261 |
|