A detailed history of Avaii Wealth Management, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Avaii Wealth Management, LLC holds 4,683 shares of WFC stock, worth $279,434. This represents 0.16% of its overall portfolio holdings.

Number of Shares
4,683
Previous 5,059 7.43%
Holding current value
$279,434
Previous $249,000 8.84%
% of portfolio
0.16%
Previous 0.16%

Shares

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

Apr 29, 2024

SELL
$46.44 - $57.96 $17,461 - $21,792
-376 Reduced 7.43%
4,683 $271,000
Q4 2023

Feb 05, 2024

SELL
$38.67 - $50.51 $928 - $1,212
-24 Reduced 0.47%
5,059 $249,000
Q3 2023

Oct 24, 2023

BUY
$40.43 - $47.13 $205,505 - $239,561
5,083 New
5,083 $207,000

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 $226B
  • 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
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