Momentum Wealth Planning, LLC WELLS FARGO CO NEW Transaction History

Momentum Wealth Planning, LLC

  • $129 Billion
  • Q3 2025
Number of Shares
821
Previous 823 0.24%
Holding current value
$1.01 Billion
Previous $966 Million 4.87%
% of portfolio
0.79%
Previous 0.82%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
N/A
-2 Reduced 0.24%
821 $1.01 Billion
Q2 2025

Sep 24, 2025
BUY
N/A
823 New
823 $966 Million
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