A detailed history of Elevate Wealth Advisory, Inc transactions in Wells Fargo & Company stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 7,754 shares of WFC stock, worth $640,868. This represents 0.44% of its overall portfolio holdings.

Number of Shares
7,754
Previous 14,957 48.16%
Holding current value
$640,868
Previous $1.07 Billion 42.14%
% of portfolio
0.44%
Previous 0.76%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025

SELL
$60.98 - $80.12 $439,238 - $577,104
-7,203 Reduced 48.16%
7,754 $621 Million
Q1 2025

May 14, 2025

BUY
$66.78 - $81.42 $998,828 - $1.22 Million
14,957 New
14,957 $1.07 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 $314B
  • 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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