RAG
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RIA Advisory Group’s Welltower WELL Stock Holding History

RIA 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
Q2 		– Sell
-1,329
Closed -$204K – 154
2025
Q1 		$204K Buy
+1,329
New +$204K 0.07% 134