Pathway Financial Advisers, LLC WELLS FARGO CO NEW PERP PFD CNV A Transaction History

Pathway Financial Advisers, LLC

  • $196 Billion
  • Q3 2024
Number of Shares
506
Previous 506 -0.0%
Holding current value
$649 Million
Previous $602 Million 7.84%
% of portfolio
0.33%
Previous 0.22%

Shares

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

Aug 20, 2024
SELL
N/A
-9 Reduced 1.75%
506 $602 Million
Q1 2024

May 29, 2024
BUY
N/A
515 New
515 $628 Million
Q4 2023

Jul 19, 2024
SELL
N/A
-11 Reduced 2.06%
524 $627 Million
Q3 2023

Jul 19, 2024
SELL
N/A
-3 Reduced 0.56%
535 $597 Million
Q1 2023

Jul 19, 2024
BUY
N/A
13 Added 2.48%
538 $633 Million
Q4 2022

Jul 19, 2024
BUY
N/A
10 Added 1.94%
525 $622 Million
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