David Katz Wells Fargo & Company Transaction History
Matrix Asset Advisors Inc
- $835 Million
- Q1 2024
A detailed history of David Katz (Matrix Asset Advisors Inc) transactions in Wells Fargo & Company stock. As of the latest transaction made, Matrix Asset Advisors Inc holds 239,930 shares of WFC stock, worth $14.7 Million. This represents 1.67% of its overall portfolio holdings.
Number of Shares
239,930
Previous 245,111
2.11%
Holding current value
$14.7 Million
Previous $12.1 Million
15.27%
% of portfolio
1.67%
Previous 1.54%
Shares
44 transactions
Others Institutions Holding WFC
# of Institutions
2,387Shares Held
2.44BCall Options Held
50.7MPut Options Held
52.8M-
Vanguard Group Inc Valley Forge, PA318MShares$19.4 Billion0.37% of portfolio
-
Black Rock Inc. New York, NY259MShares$15.8 Billion0.36% of portfolio
-
State Street Corp Boston, MA147MShares$8.96 Billion0.39% of portfolio
-
Dodge & Cox San Francisco, CA115MShares$7.03 Billion4.08% of portfolio
-
Jpmorgan Chase & CO New York, NY114MShares$6.95 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 $232B
- 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...