North Berkeley Wealth Management, LLC Wells Fargo & Company Transaction History
North Berkeley Wealth Management, LLC
- $109 Billion
- Q2 2025
A detailed history of North Berkeley Wealth Management, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, North Berkeley Wealth Management, LLC holds 4,511 shares of WFC stock, worth $358,534. This represents 0.33% of its overall portfolio holdings.
Number of Shares
4,511
Previous 6,697
32.64%
Holding current value
$358,534
Previous $481 Million
24.83%
% of portfolio
0.33%
Previous 0.5%
Shares
3 transactions
Others Institutions Holding WFC
# of Institutions
2,988Shares Held
2.29BCall Options Held
47MPut Options Held
47.8M-
Vanguard Group Inc Valley Forge, PA302MShares$24 Billion0.41% of portfolio
-
Black Rock Inc. New York, NY254MShares$20.2 Billion0.35% of portfolio
-
Jpmorgan Chase & CO New York, NY143MShares$11.3 Billion0.8% of portfolio
-
State Street Corp Boston, MA142MShares$11.3 Billion0.43% of portfolio
-
Geode Capital Management, LLC Boston, MA73.7MShares$5.85 Billion0.43% of portfolio
About WELLS FARGO & COMPANY
- Ticker WFC
- Exchange OTC
- Sector Financial Services
- Industry Banks—Diversified
- Shares Outstandng 3,795,440,128
- Market Cap $302B
- 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...