Vertex Planning Partners, LLC Wells Fargo & Company Transaction History
Vertex Planning Partners, LLC
- $361 Billion
- Q1 2024
A detailed history of Vertex Planning Partners, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 13,609 shares of WFC stock, worth $811,368. This represents 0.22% of its overall portfolio holdings.
Number of Shares
13,609
Previous 14,635
7.01%
Holding current value
$811,368
Previous $720 Million
9.5%
% of portfolio
0.22%
Previous 0.21%
Shares
6 transactions
Others Institutions Holding WFC
# of Institutions
2,393Shares Held
2.44BCall Options Held
50.7MPut Options Held
52.8M-
Vanguard Group Inc Valley Forge, PA318MShares$18.9 Billion0.37% of portfolio
-
Black Rock Inc. New York, NY259MShares$15.5 Billion0.36% of portfolio
-
State Street Corp Boston, MA147MShares$8.74 Billion0.39% of portfolio
-
Dodge & Cox San Francisco, CA115MShares$6.87 Billion4.08% of portfolio
-
Jpmorgan Chase & CO New York, NY114MShares$6.79 Billion0.6% of portfolio
About WELLS FARGO & COMPANY
- Ticker WFC
- Exchange OTC
- Sector Financial Services
- Industry Banks—Diversified
- Shares Outstandng 3,795,440,128
- Market Cap $226B
- 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...