Intrua Financial’s Welltower WELL Stock Holding History

Intrua Financial’s Portfolio WELL Stock Details WELL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$477K	Buy
2025 Q2	–	Sell
2025 Q1	$268K	Buy
2024 Q4	$201K	Sell
2024 Q3	$215K	Sell
2024 Q2	$537K	Buy
2021 Q2	–	Sell
2021 Q1	$388K	Buy