ARS Wealth Advisors, LLC

SEC CIK: 0001843747
Latest filing: Jul 15, 2021

SEC filings (opens in a new tab)

WELL holding history

Welltower Inc. in every 13F filed by ARS Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WELL overview All 13F holders of WELL Full Q2 2021 holdings

Shares (Q2 2021): 4,708
Value: $391.0K
% of portfolio: 0.1%
Quarters held: 2; Since Q1 2021

Holdings of WELL by ARS Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2021	4,708	$391.0K	0.1%	00.0%	Unchanged	Holders
Q1 2021	4,708	$337.0K	0.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.