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Souders Financial Advisors’s Welltower WELL Stock Holding History

Souders Financial Advisors’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 		$411K Buy
2,673
+576
+27% +$88.6K 0.05% 143
2025
Q1 		$321K Buy
+2,097
New +$321K 0.04% 150