Polaris Wealth Advisory Group, LLC Wells Fargo & Company Transaction History
Polaris Wealth Advisory Group, LLC
- $1.3 Billion
- Q3 2023
A detailed history of Polaris Wealth Advisory Group, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Polaris Wealth Advisory Group, LLC holds 329,710 shares of WFC stock, worth $23.2 Million. This represents 1.03% of its overall portfolio holdings.
Number of Shares
329,710
Previous 327,562
0.66%
Holding current value
$23.2 Million
Previous $14 Million
3.64%
% of portfolio
1.03%
Previous 1.08%
Shares
14 transactions
Others Institutions Holding WFC
# of Institutions
2,502Shares Held
2.26BCall Options Held
43.3MPut Options Held
54.5M-
Vanguard Group Inc Valley Forge, PA307MShares$21.6 Billion0.32% of portfolio
-
Black Rock Inc. New York, NY254MShares$17.9 Billion0.35% of portfolio
-
State Street Corp Boston, MA142MShares$9.98 Billion0.33% of portfolio
-
Jpmorgan Chase & CO New York, NY128MShares$9.02 Billion0.59% of portfolio
-
Wellington Management Group LLP Boston, MA91.2MShares$6.42 Billion0.93% of portfolio
About WELLS FARGO & COMPANY
- Ticker WFC
- Exchange OTC
- Sector Financial Services
- Industry Banks—Diversified
- Shares Outstandng 3,795,440,128
- Market Cap $267B
- 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...