A detailed history of Principia Wealth Advisory, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Principia Wealth Advisory, LLC holds 137 shares of WFC stock, worth $9,835. This represents 0.01% of its overall portfolio holdings.

Number of Shares
137
Previous 84 63.1%
Holding current value
$9,835
Previous $5.9 Million 54.02%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 11, 2025

BUY
$66.78 - $81.42 $3,539 - $4,315
53 Added 63.1%
137 $9.09 Million
Q4 2024

Apr 11, 2025

BUY
$54.98 - $77.35 $4,618 - $6,497
84 New
84 $5.9 Million

Others Institutions Holding WFC

About WELLS FARGO & COMPANY


  • Ticker WFC
  • Exchange OTC
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 3,795,440,128
  • Market Cap $272B
  • 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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