Holistic Planning, LLC Wells Fargo & Company Transaction History
Holistic Planning, LLC
- $236 Billion
- Q3 2024
A detailed history of Holistic Planning, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Holistic Planning, LLC holds 7,329 shares of WFC stock, worth $548,429. This represents 0.18% of its overall portfolio holdings.
Number of Shares
7,329
Previous 4,543
61.33%
Holding current value
$548,429
Previous $263 Million
57.23%
% of portfolio
0.18%
Previous 0.2%
Shares
3 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...