Consilium Wealth Advisory, LLC Wells Fargo & Company Transaction History
Consilium Wealth Advisory, LLC
- $182 Million
- Q2 2024
A detailed history of Consilium Wealth Advisory, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Consilium Wealth Advisory, LLC holds 155,632 shares of WFC stock, worth $8.85 Million. This represents 5.09% of its overall portfolio holdings.
Number of Shares
155,632
Previous 164,237
5.24%
Holding current value
$8.85 Million
Previous $9.52 Million
2.91%
% of portfolio
5.09%
Previous 5.38%
Shares
11 transactions
Others Institutions Holding WFC
# of Institutions
2,484Shares Held
2.39BCall Options Held
44.2MPut Options Held
43.9M-
Vanguard Group Inc Valley Forge, PA311MShares$17.7 Billion0.36% of portfolio
-
Black Rock Inc. New York, NY254MShares$14.4 Billion0.35% of portfolio
-
State Street Corp Boston, MA143MShares$8.14 Billion0.38% of portfolio
-
Jpmorgan Chase & CO New York, NY116MShares$6.57 Billion0.6% of portfolio
-
Dodge & Cox San Francisco, CA92.3MShares$5.25 Billion3.46% of portfolio
About WELLS FARGO & COMPANY
- Ticker WFC
- Exchange OTC
- Sector Financial Services
- Industry Banks—Diversified
- Shares Outstandng 3,795,440,128
- Market Cap $216B
- 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...