Sax Wealth Advisors, LLC Wells Fargo & Company Transaction History
Sax Wealth Advisors, LLC
- $1.63 Billion
- Q2 2025
A detailed history of Sax Wealth Advisors, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 10,156 shares of WFC stock, worth $790,644. This represents 0.05% of its overall portfolio holdings.
Number of Shares
10,156
Previous 3,869
162.5%
Holding current value
$790,644
Previous $277,000
193.5%
% of portfolio
0.05%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding WFC
# of Institutions
2,981Shares Held
2.3BCall Options Held
46.6MPut Options Held
46.9M-
Vanguard Group Inc Valley Forge, PA301MShares$23.4 Billion0.4% of portfolio
-
Black Rock Inc. New York, NY254MShares$19.8 Billion0.35% of portfolio
-
Jpmorgan Chase & CO New York, NY143MShares$11.1 Billion0.8% of portfolio
-
State Street Corp Boston, MA142MShares$11 Billion0.43% of portfolio
-
Geode Capital Management, LLC Boston, MA73.7MShares$5.73 Billion0.43% of portfolio
About WELLS FARGO & COMPANY
- Ticker WFC
- Exchange OTC
- Sector Financial Services
- Industry Banks—Diversified
- Shares Outstandng 3,795,440,128
- Market Cap $295B
- 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...