A detailed history of Secure Asset Management, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Secure Asset Management, LLC holds 4,537 shares of WFC stock, worth $324,803. This represents 0.05% of its overall portfolio holdings.

Number of Shares
4,537
Holding current value
$324,803
% of portfolio
0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

BUY
$51.58 - $60.97 $234,018 - $276,620
4,537 New
4,537 $256,000
Q1 2020

Apr 15, 2020

SELL
$25.25 - $53.75 $173,795 - $369,961
-6,883 Closed
0 $0
Q4 2019

Feb 06, 2020

BUY
$47.82 - $54.46 $329,145 - $374,848
6,883 New
6,883 $370,000

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
Track This Portfolio

Track Secure Asset Management, LLC Portfolio

Follow Secure Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Secure Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Secure Asset Management, LLC with notifications on news.