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Valmark Advisers’s Welltower WELL Stock Holding History

Valmark Advisers’s Portfolio WELL Stock Details WELL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$462K Buy
3,007
+691
+30% +$106K 0.01% 455
2025
Q1 		$355K Buy
2,316
+384
+20% +$58.8K 0.01% 480
2024
Q4 		$243K Buy
+1,932
New +$243K ﹤0.01% 551