Concurrent Investment Advisors, LLC Wells Fargo & Company Transaction History
Concurrent Investment Advisors, LLC
- $2.48 Trillion
- Q1 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 33,525 shares of WFC stock, worth $2.04 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
33,525
Previous 32,090
4.47%
Holding current value
$2.04 Million
Previous $1.58 Billion
23.02%
% of portfolio
0.08%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding WFC
# of Institutions
2,392Shares Held
2.44BCall Options Held
50.7MPut Options Held
52.8M-
Vanguard Group Inc Valley Forge, PA318MShares$19.4 Billion0.37% of portfolio
-
Black Rock Inc. New York, NY259MShares$15.8 Billion0.36% of portfolio
-
State Street Corp Boston, MA147MShares$8.94 Billion0.39% of portfolio
-
Dodge & Cox San Francisco, CA115MShares$7.02 Billion4.08% of portfolio
-
Jpmorgan Chase & CO New York, NY114MShares$6.94 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 $231B
- 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...