Circle Wealth Management, LLC Wells Fargo & Company Transaction History
Circle Wealth Management, LLC
- $4.71 Billion
- Q4 2024
A detailed history of Circle Wealth Management, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Circle Wealth Management, LLC holds 8,849 shares of WFC stock, worth $707,743. This represents 0.01% of its overall portfolio holdings.
Number of Shares
8,849
Previous 9,953
11.09%
Holding current value
$707,743
Previous $561,000
10.7%
% of portfolio
0.01%
Previous 0.01%
Shares
27 transactions
Others Institutions Holding WFC
# of Institutions
2,823Shares Held
2.3BCall Options Held
64.1MPut Options Held
55.4M-
Vanguard Group Inc Valley Forge, PA302MShares$24.1 Billion0.38% of portfolio
-
Black Rock Inc. New York, NY254MShares$20.3 Billion0.35% of portfolio
-
State Street Corp Boston, MA142MShares$11.4 Billion0.4% of portfolio
-
Jpmorgan Chase & CO New York, NY142MShares$11.4 Billion0.81% of portfolio
-
Wellington Management Group LLP Boston, MA87.3MShares$6.98 Billion1.15% of portfolio
About WELLS FARGO & COMPANY
- Ticker WFC
- Exchange OTC
- Sector Financial Services
- Industry Banks—Diversified
- Shares Outstandng 3,795,440,128
- Market Cap $304B
- 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...