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ORG Wealth Partners’s Welltower WELL Stock Holding History

ORG Wealth Partners’s Portfolio WELL Stock Details WELL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$86.3K Sell
569
-30
-5% -$4.55K 0.02% 267
2025
Q1 		$92.3K Buy
+599
New +$92.3K 0.03% 273