A detailed history of Atlantic Edge Private Wealth Management, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Atlantic Edge Private Wealth Management, LLC holds 150 shares of WFC stock, worth $8,851. This represents 0.0% of its overall portfolio holdings.

Number of Shares
150
Previous 682 78.01%
Holding current value
$8,851
Previous $33.6 Million 74.11%
% of portfolio
0.0%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024

SELL
$46.44 - $57.96 $24,706 - $30,834
-532 Reduced 78.01%
150 $8.69 Million
Q4 2023

Feb 08, 2024

BUY
$38.67 - $50.51 $26,372 - $34,447
682 New
682 $33.6 Million

Others Institutions Holding WFC

About WELLS FARGO & COMPANY


  • Ticker WFC
  • Exchange OTC
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 3,795,440,128
  • Market Cap $224B
  • 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...
More about WFC
Track This Portfolio

Track Atlantic Edge Private Wealth Management, LLC Portfolio

Follow Atlantic Edge Private Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Atlantic Edge Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Atlantic Edge Private Wealth Management, LLC with notifications on news.