Iams Wealth Management, LLC Wells Fargo & Company Transaction History
Iams Wealth Management, LLC
- $164 Billion
- Q1 2024
A detailed history of Iams Wealth Management, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Iams Wealth Management, LLC holds 36,098 shares of WFC stock, worth $2.16 Million. This represents 1.21% of its overall portfolio holdings.
Number of Shares
36,098
Previous 38,831
7.04%
Holding current value
$2.16 Million
Previous $1.91 Billion
3.35%
% of portfolio
1.21%
Previous 1.24%
Shares
5 transactions
Others Institutions Holding WFC
# of Institutions
2,396Shares Held
2.44BCall Options Held
50.7MPut Options Held
52.8M-
Vanguard Group Inc Valley Forge, PA318MShares$19 Billion0.37% of portfolio
-
Black Rock Inc. New York, NY259MShares$15.5 Billion0.36% of portfolio
-
State Street Corp Boston, MA147MShares$8.78 Billion0.39% of portfolio
-
Dodge & Cox San Francisco, CA115MShares$6.9 Billion4.08% of portfolio
-
Jpmorgan Chase & CO New York, NY114MShares$6.82 Billion0.6% of portfolio
About WELLS FARGO & COMPANY
- Ticker WFC
- Exchange OTC
- Sector Financial Services
- Industry Banks—Diversified
- Shares Outstandng 3,795,440,128
- Market Cap $227B
- 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...