Iams Wealth Management, LLC Wells Fargo & Company Transaction History
Iams Wealth Management, LLC
- $183 Billion
- Q2 2024
A detailed history of Iams Wealth Management, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Iams Wealth Management, LLC holds 32,310 shares of WFC stock, worth $1.84 Million. This represents 1.05% of its overall portfolio holdings.
Number of Shares
32,310
Previous 36,098
10.49%
Holding current value
$1.84 Million
Previous $1.98 Billion
2.85%
% of portfolio
1.05%
Previous 1.21%
Shares
6 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$17.7 Billion0.36% of portfolio
-
Black Rock Inc. New York, NY254MShares$14.5 Billion0.35% of portfolio
-
State Street Corp Boston, MA143MShares$8.15 Billion0.38% of portfolio
-
Jpmorgan Chase & CO New York, NY116MShares$6.58 Billion0.6% of portfolio
-
Dodge & Cox San Francisco, CA92.3MShares$5.26 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 $216B
- 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...