Regent Peak Wealth Advisors LLC Wells Fargo & Company Transaction History
Regent Peak Wealth Advisors LLC
- $393 Million
- Q1 2024
A detailed history of Regent Peak Wealth Advisors LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Regent Peak Wealth Advisors LLC holds 4,900 shares of WFC stock, worth $297,234. This represents 0.07% of its overall portfolio holdings.
Number of Shares
4,900
Previous 4,859
0.84%
Holding current value
$297,234
Previous $239,000
18.83%
% of portfolio
0.07%
Previous 0.06%
Shares
6 transactions
Others Institutions Holding WFC
# of Institutions
2,393Shares Held
2.44BCall Options Held
50.7MPut Options Held
52.8M-
Vanguard Group Inc Valley Forge, PA318MShares$19.3 Billion0.37% of portfolio
-
Black Rock Inc. New York, NY259MShares$15.7 Billion0.36% of portfolio
-
State Street Corp Boston, MA147MShares$8.9 Billion0.39% of portfolio
-
Dodge & Cox San Francisco, CA115MShares$6.99 Billion4.08% of portfolio
-
Jpmorgan Chase & CO New York, NY114MShares$6.91 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 $230B
- 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...