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Savvy Advisors Inc’s Welltower WELL Stock Holding History

Savvy Advisors Inc’s Portfolio WELL Stock Details WELL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$591K Buy
3,846
+718
+23% +$110K 0.04% 323
2025
Q1 		$479K Buy
3,128
+332
+12% +$50.9K 0.05% 297
2024
Q4 		$352K Buy
+2,796
New +$352K 0.04% 303