Heritage Wealth Management, LLC Wells Fargo & Company Transaction History
Heritage Wealth Management, LLC
- $177 Million
- Q2 2024
A detailed history of Heritage Wealth Management, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Heritage Wealth Management, LLC holds 12,833 shares of WFC stock, worth $990,835. This represents 0.43% of its overall portfolio holdings.
Number of Shares
12,833
Previous 12,814
0.15%
Holding current value
$990,835
Previous $742,000
2.7%
% of portfolio
0.43%
Previous 0.37%
Shares
9 transactions
Others Institutions Holding WFC
# of Institutions
2,503Shares Held
2.27BCall Options Held
43.3MPut Options Held
54.5M-
Vanguard Group Inc Valley Forge, PA307MShares$23.7 Billion0.32% of portfolio
-
Black Rock Inc. New York, NY254MShares$19.6 Billion0.35% of portfolio
-
State Street Corp Boston, MA142MShares$11 Billion0.33% of portfolio
-
Jpmorgan Chase & CO New York, NY128MShares$9.9 Billion0.59% of portfolio
-
Wellington Management Group LLP Boston, MA91.2MShares$7.05 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 $293B
- 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...