Concentric Wealth Management, LLC Wells Fargo & Company Transaction History
Concentric Wealth Management, LLC
- $473 Million
- Q3 2024
A detailed history of Concentric Wealth Management, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Concentric Wealth Management, LLC holds 93,045 shares of WFC stock, worth $7.21 Million. This represents 1.11% of its overall portfolio holdings.
Number of Shares
93,045
Previous 92,753
0.31%
Holding current value
$7.21 Million
Previous $5.51 Million
4.63%
% of portfolio
1.11%
Previous 1.45%
Shares
29 transactions
Others Institutions Holding WFC
# of Institutions
2,554Shares Held
2.26BCall Options Held
43.3MPut Options Held
54.5M-
Vanguard Group Inc Valley Forge, PA307MShares$23.8 Billion0.32% of portfolio
-
Black Rock Inc. New York, NY254MShares$19.7 Billion0.35% of portfolio
-
State Street Corp Boston, MA142MShares$11 Billion0.33% of portfolio
-
Jpmorgan Chase & CO New York, NY128MShares$9.94 Billion0.59% of portfolio
-
Wellington Management Group LLP Boston, MA91.2MShares$7.08 Billion0.93% of portfolio
About WELLS FARGO & COMPANY
- Ticker WFC
- Exchange OTC
- Sector Financial Services
- Industry Banks—Diversified
- Shares Outstandng 3,795,440,128
- Market Cap $294B
- 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...