Summit Wealth & Retirement Planning, Inc. Wells Fargo & Company Transaction History
Summit Wealth & Retirement Planning, Inc.
- $312 Million
- Q1 2025
A detailed history of Summit Wealth & Retirement Planning, Inc. transactions in Wells Fargo & Company stock. As of the latest transaction made, Summit Wealth & Retirement Planning, Inc. holds 3,362 shares of WFC stock, worth $277,869. This represents 0.08% of its overall portfolio holdings.
Number of Shares
3,362
Previous 3,223
4.31%
Holding current value
$277,869
Previous $226,000
6.64%
% of portfolio
0.08%
Previous 0.07%
Shares
10 transactions
Others Institutions Holding WFC
# of Institutions
2,953Shares Held
2.29BCall Options Held
46.6MPut Options Held
46.9M-
Vanguard Group Inc Valley Forge, PA301MShares$24.9 Billion0.4% of portfolio
-
Black Rock Inc. New York, NY254MShares$21 Billion0.35% of portfolio
-
Jpmorgan Chase & CO New York, NY143MShares$11.8 Billion0.8% of portfolio
-
State Street Corp Boston, MA142MShares$11.7 Billion0.43% of portfolio
-
Geode Capital Management, LLC Boston, MA73.5MShares$6.08 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 $314B
- 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...