SFM
WEL

Spartan Fund Management’s Integrated Wellness Acquisition Corp WEL Stock Holding History

Spartan Fund Management’s Portfolio WEL Stock Details WEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-146,234
Closed -$1.72M – 105
2024
Q3 		$1.72M Buy
146,234
+25,100
+21% +$294K 5.2% 5
2024
Q2 		$1.4M Buy
121,134
+10,728
+10% +$123K 3.94% 10
2024
Q1 		$1.26M Buy
+110,406
New +$1.24M 2.57% 17

Other funds holding WEL

MSU
Mizuho Securities USA New York $4.24B AUM 23.1% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
CA
Crossingbridge Advisors Pleasantville, New York $553M AUM 1.29% 1-Year Est. Return