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Wealth Preservation Advisors’s Welltower WELL Stock Holding History

Wealth Preservation Advisors’s Portfolio WELL Stock Details WELL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$26.6K Hold
173
– – 0.02% 228
2025
Q1 		$26.5K Buy
+173
New +$26.5K 0.02% 233