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Sax Wealth Advisors’s Welltower WELL Stock Holding History

Sax Wealth Advisors’s Portfolio WELL Stock Details WELL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.19M Buy
7,748
+29
+0.4% +$4.46K 0.07% 153
2025
Q1 		$1.18M Buy
+7,719
New +$1.18M 0.08% 126