Wealth Plan Investment Management, LLC Wells Fargo & Company Transaction History
Wealth Plan Investment Management, LLC
- $614 Million
- Q2 2024
A detailed history of Wealth Plan Investment Management, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 9,013 shares of WFC stock, worth $515,273. This represents 0.09% of its overall portfolio holdings.
Number of Shares
9,013
Previous 8,995
0.2%
Holding current value
$515,273
Previous $521,000
2.69%
% of portfolio
0.09%
Previous 0.09%
Shares
11 transactions
Others Institutions Holding WFC
# of Institutions
2,488Shares Held
2.39BCall Options Held
44.2MPut Options Held
43.9M-
Vanguard Group Inc Valley Forge, PA311MShares$17.8 Billion0.36% of portfolio
-
Black Rock Inc. New York, NY254MShares$14.5 Billion0.35% of portfolio
-
State Street Corp Boston, MA143MShares$8.18 Billion0.38% of portfolio
-
Jpmorgan Chase & CO New York, NY116MShares$6.61 Billion0.6% of portfolio
-
Dodge & Cox San Francisco, CA92.3MShares$5.28 Billion3.46% of portfolio
About WELLS FARGO & COMPANY
- Ticker WFC
- Exchange OTC
- Sector Financial Services
- Industry Banks—Diversified
- Shares Outstandng 3,795,440,128
- Market Cap $217B
- Description
- Wells Fargo & Company, a diversified financial services company, provides banking, investment, mortgage, and consumer and commercial finance products and services in the United States and internationally. It operates through four segments: Consumer Banking and Lending; Commercial Banking; Corporate and Investment Banking; and Wealth and Inve...