Bergan Kdv Wealth Management, LLC Wells Fargo & Company Transaction History
Bergan Kdv Wealth Management, LLC
- $999 Million
- Q2 2023
A detailed history of Bergan Kdv Wealth Management, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 144,335 shares of WFC stock, worth $8.57 Million. This represents 0.62% of its overall portfolio holdings.
Number of Shares
144,335
Previous 143,631
0.49%
Holding current value
$8.57 Million
Previous $5.37 Million
14.75%
% of portfolio
0.62%
Previous 0.55%
Shares
24 transactions
Others Institutions Holding WFC
# of Institutions
2,391Shares Held
2.44BCall Options Held
50.7MPut Options Held
52.8M-
Vanguard Group Inc Valley Forge, PA318MShares$18.9 Billion0.37% of portfolio
-
Black Rock Inc. New York, NY259MShares$15.4 Billion0.36% of portfolio
-
State Street Corp Boston, MA147MShares$8.71 Billion0.39% of portfolio
-
Dodge & Cox San Francisco, CA115MShares$6.84 Billion4.08% of portfolio
-
Jpmorgan Chase & CO New York, NY114MShares$6.76 Billion0.6% of portfolio
About WELLS FARGO & COMPANY
- Ticker WFC
- Exchange OTC
- Sector Financial Services
- Industry Banks—Diversified
- Shares Outstandng 3,795,440,128
- Market Cap $225B
- 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...