Dougherty Wealth Advisers LLC Wells Fargo & Company Transaction History
Dougherty Wealth Advisers LLC
- $125 Million
- Q3 2024
A detailed history of Dougherty Wealth Advisers LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Dougherty Wealth Advisers LLC holds 299 shares of WFC stock, worth $21,261. This represents 0.01% of its overall portfolio holdings.
Number of Shares
299
Previous 299
-0.0%
Holding current value
$21,261
Previous $17,000
5.88%
% of portfolio
0.01%
Previous 0.01%
Shares
10 transactions
Others Institutions Holding WFC
# of Institutions
2,502Shares Held
2.26BCall Options Held
43.3MPut Options Held
54.5M-
Vanguard Group Inc Valley Forge, PA307MShares$21.8 Billion0.32% of portfolio
-
Black Rock Inc. New York, NY254MShares$18.1 Billion0.35% of portfolio
-
State Street Corp Boston, MA142MShares$10.1 Billion0.33% of portfolio
-
Jpmorgan Chase & CO New York, NY128MShares$9.12 Billion0.59% of portfolio
-
Wellington Management Group LLP Boston, MA91.2MShares$6.49 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 $270B
- 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...