Summit Wealth Group LLC / CO Wells Fargo & Company Transaction History
Summit Wealth Group LLC / CO
- $300 Billion
- Q3 2025
A detailed history of Summit Wealth Group LLC / CO transactions in Wells Fargo & Company stock. As of the latest transaction made, Summit Wealth Group LLC / CO holds 30,477 shares of WFC stock, worth $2.59 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
30,477
Previous 4,579
565.58%
Holding current value
$2.59 Million
Previous $367 Million
239.43%
% of portfolio
0.42%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding WFC
# of Institutions
3,088Shares Held
2.25BCall Options Held
46.4MPut Options Held
52.3M-
Vanguard Group Inc Valley Forge, PA299MShares$25.4 Billion0.39% of portfolio
-
Black Rock Inc. New York, NY254MShares$21.6 Billion0.35% of portfolio
-
Jpmorgan Chase & CO New York, NY145MShares$12.3 Billion0.8% of portfolio
-
State Street Corp Boston, MA139MShares$11.8 Billion0.42% of portfolio
-
Wellington Management Group LLP Boston, MA82.4MShares$7.01 Billion1.27% of portfolio
About WELLS FARGO & COMPANY
- Ticker WFC
- Exchange OTC
- Sector Financial Services
- Industry Banks—Diversified
- Shares Outstandng 3,795,440,128
- Market Cap $323B
- 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...