Schechter Investment Advisors, LLC Wells Fargo & Company Transaction History
Schechter Investment Advisors, LLC
- $853 Million
- Q1 2025
A detailed history of Schechter Investment Advisors, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Schechter Investment Advisors, LLC holds 20,910 shares of WFC stock, worth $1.8 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
20,910
              Previous 22,562
              
        
           7.32%
        
      
          
        Holding current value
$1.8 Million
            Previous $1.58 Million
            
        
           5.24%
        
      
          
        % of portfolio
0.18%
            Previous 0.17%
          
        Shares
	  14 transactions
	
  Others Institutions Holding WFC
# of Institutions
3,052Shares Held
2.32BCall Options Held
46.5MPut Options Held
55M- 
    
      Vanguard Group Inc Valley Forge, PA302MShares$26 Billion0.41% of portfolio
- 
    
      Black Rock Inc. New York, NY254MShares$21.8 Billion0.35% of portfolio
- 
    
      Jpmorgan Chase & CO New York, NY143MShares$12.3 Billion0.8% of portfolio
- 
    
      State Street Corp Boston, MA139MShares$12 Billion0.43% of portfolio
- 
    
      Wellington Management Group LLP Boston, MA74.7MShares$6.42 Billion1.13% of portfolio
About WELLS FARGO & COMPANY
- Ticker WFC
- Exchange OTC
- Sector Financial Services
- Industry Banks—Diversified
- Shares Outstandng 3,795,440,128
- Market Cap $326B
- 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...