Cove Private Wealth, LLC WELLS FARGO CO NEW Transaction History

Cove Private Wealth, LLC

  • $284 Billion
  • Q2 2025
Number of Shares
884
Previous 1,169 24.38%
Holding current value
$1.04 Billion
Previous $1.4 Billion 26.06%
% of portfolio
0.37%
Previous 0.74%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 16, 2025
SELL
N/A
-285 Reduced 24.38%
884 $1.04 Billion
Q4 2023

Mar 12, 2024
BUY
N/A
1,169 New
1,169 $1.4 Billion
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