Concurrent Investment Advisors, LLC Wells Fargo & Company Transaction History
Concurrent Investment Advisors, LLC
- $3.71 Trillion
- Q4 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 45,046 shares of WFC stock, worth $2.84 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
45,046
Previous 41,403
8.8%
Holding current value
$2.84 Million
Previous $2.34 Billion
35.28%
% of portfolio
0.09%
Previous 0.07%
Shares
5 transactions
Others Institutions Holding WFC
# of Institutions
2,853Shares Held
2.23BCall Options Held
67.4MPut Options Held
55.1M-
Vanguard Group Inc Valley Forge, PA302MShares$19 Billion0.38% of portfolio
-
Black Rock Inc. New York, NY254MShares$16 Billion0.35% of portfolio
-
State Street Corp Boston, MA142MShares$8.96 Billion0.4% of portfolio
-
Jpmorgan Chase & CO New York, NY142MShares$8.96 Billion0.81% of portfolio
-
Geode Capital Management, LLC Boston, MA71.3MShares$4.5 Billion0.4% of portfolio
About WELLS FARGO & COMPANY
- Ticker WFC
- Exchange OTC
- Sector Financial Services
- Industry Banks—Diversified
- Shares Outstandng 3,795,440,128
- Market Cap $239B
- 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...