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 $19.7 Million. This represents 1.03% of its overall portfolio holdings.
Number of Shares
329,710
Previous 327,562
0.66%
Holding current value
$19.7 Million
Previous $14 Million
3.64%
% of portfolio
1.03%
Previous 1.08%
Shares
14 transactions
Others Institutions Holding WFC
# of Institutions
2,394Shares Held
2.44BCall Options Held
50.7MPut Options Held
52.8M-
Vanguard Group Inc Valley Forge, PA318MShares$18.9 Billion0.37% of portfolio
-
Black Rock Inc. New York, NY259MShares$15.5 Billion0.36% of portfolio
-
State Street Corp Boston, MA147MShares$8.74 Billion0.39% of portfolio
-
Dodge & Cox San Francisco, CA115MShares$6.87 Billion4.08% of portfolio
-
Jpmorgan Chase & CO New York, NY114MShares$6.79 Billion0.6% of portfolio
About WELLS FARGO & COMPANY
- Ticker WFC
- Exchange OTC
- Sector Financial Services
- Industry Banks—Diversified
- Shares Outstandng 3,795,440,128
- Market Cap $226B
- 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...