A detailed history of Modern Wealth Management, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Modern Wealth Management, LLC holds 6,811 shares of WFC stock, worth $433,860. This represents 0.03% of its overall portfolio holdings.

Number of Shares
6,811
Previous 6,262 8.77%
Holding current value
$433,860
Previous $388 Million 4.37%
% of portfolio
0.03%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 07, 2024

BUY
$56.41 - $62.34 $30,969 - $34,224
549 Added 8.77%
6,811 $405 Million
Q1 2024

May 13, 2024

BUY
$46.44 - $57.96 $290,807 - $362,945
6,262 New
6,262 $388 Million

Others Institutions Holding WFC

About WELLS FARGO & COMPANY


  • Ticker WFC
  • Exchange OTC
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 3,795,440,128
  • Market Cap $242B
  • 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...
More about WFC
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