Heritage Family Offices, LLP Wells Fargo & Company Transaction History
Heritage Family Offices, LLP
- $194 Billion
- Q3 2024
A detailed history of Heritage Family Offices, LLP transactions in Wells Fargo & Company stock. As of the latest transaction made, Heritage Family Offices, LLP holds 12,857 shares of WFC stock, worth $962,089. This represents 0.37% of its overall portfolio holdings.
Number of Shares
12,857
Previous 12,833
0.19%
Holding current value
$962,089
Previous $762 Million
4.71%
% of portfolio
0.37%
Previous 0.42%
Shares
2 transactions
Others Institutions Holding WFC
# of Institutions
2,502Shares Held
2.27BCall Options Held
43.3MPut Options Held
54.5M-
Vanguard Group Inc Valley Forge, PA307MShares$23 Billion0.32% of portfolio
-
Black Rock Inc. New York, NY254MShares$19 Billion0.35% of portfolio
-
State Street Corp Boston, MA142MShares$10.6 Billion0.33% of portfolio
-
Jpmorgan Chase & CO New York, NY128MShares$9.59 Billion0.59% of portfolio
-
Wellington Management Group LLP Boston, MA91.2MShares$6.83 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 $284B
- 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...