Paradigm, Strategies In Wealth Management, LLC Wells Fargo & Company Transaction History

Paradigm, Strategies In Wealth Management, LLC

$153 Million
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 08, 2022	SELL	$45.31 - $52.0 $241,638 - $277,316	-5,333 Closed	0 $0
Q3 2021 Oct 15, 2021	BUY	$42.32 - $51.15 $200,046 - $241,786	4,727 Added 780.03%	5,333 $248,000
Q2 2021 Jul 30, 2021	SELL	$39.48 - $47.9 $14,647 - $17,770	-371 Reduced 37.97%	606 $27,000
Q1 2021 Apr 29, 2021	BUY	$29.7 - $40.81 $29,016 - $39,871	977 New	977 $38,000

Others Institutions Holding WFC

# of Institutions

2,503

Shares Held

2.27B

Call Options Held

43.3M

Put Options Held

54.5M

Vanguard Group Inc Valley Forge, PA

307M
Shares

$22.8 Billion
0.32% of portfolio
Black Rock Inc. New York, NY

254M
Shares

$18.8 Billion
0.35% of portfolio
State Street Corp Boston, MA

142M
Shares

$10.5 Billion
0.33% of portfolio
Jpmorgan Chase & CO New York, NY

128M
Shares

$9.51 Billion
0.59% of portfolio
Wellington Management Group LLP Boston, MA

91.2M
Shares

$6.77 Billion
0.93% of portfolio

View Full List

About WELLS FARGO & COMPANY

Ticker WFC
Exchange OTC
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 3,795,440,128
Market Cap $281B
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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