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 41,403 shares of WFC stock, worth $3 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
41,403
Previous 40,760 1.58%
Holding current value
$3 Million
Previous $2.42 Billion 3.38%
% of portfolio
0.07%
Previous 0.08%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024

BUY
$51.58 - $60.97 $33,165 - $39,203
643 Added 1.58%
41,403 $2.34 Billion
Q2 2024

Jul 30, 2024

BUY
$56.41 - $62.34 $408,126 - $451,029
7,235 Added 21.58%
40,760 $2.42 Billion
Q1 2024

May 07, 2024

BUY
$46.44 - $57.96 $66,641 - $83,172
1,435 Added 4.47%
33,525 $1.94 Billion
Q4 2023

Apr 15, 2024

BUY
$38.67 - $50.51 $1.24 Million - $1.62 Million
32,090 New
32,090 $1.58 Billion

Others Institutions Holding WFC

About WELLS FARGO & COMPANY


  • Ticker WFC
  • Exchange OTC
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 3,795,440,128
  • Market Cap $275B
  • 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...
More about WFC
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