Burt Wealth Advisors Wells Fargo & Company Transaction History
Burt Wealth Advisors
- $431 Million
- Q2 2025
A detailed history of Burt Wealth Advisors transactions in Wells Fargo & Company stock. As of the latest transaction made, Burt Wealth Advisors holds 5,101 shares of WFC stock, worth $393,032. This represents 0.09% of its overall portfolio holdings.
Number of Shares
5,101
Previous 5,101
-0.0%
Holding current value
$393,032
Previous $366,000
11.48%
% of portfolio
0.09%
Previous 0.09%
Shares
13 transactions
Others Institutions Holding WFC
# of Institutions
2,979Shares Held
2.29BCall Options Held
46.6MPut Options Held
47M-
Vanguard Group Inc Valley Forge, PA301MShares$23.2 Billion0.4% of portfolio
-
Black Rock Inc. New York, NY254MShares$19.6 Billion0.35% of portfolio
-
Jpmorgan Chase & CO New York, NY143MShares$11 Billion0.8% of portfolio
-
State Street Corp Boston, MA142MShares$10.9 Billion0.43% of portfolio
-
Geode Capital Management, LLC Boston, MA73.5MShares$5.67 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 $292B
- 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...