Wells Fargo & Company Pimco Rafi Dynamic Multi Facto Transaction History

Wells Fargo & Company

$433 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 14, 2022	SELL	$34.23 - $39.84 $4,518 - $5,258	-132 Reduced 18.31%	589 $20,000
Q2 2022 Aug 12, 2022	BUY	$35.31 - $42.06 $25,458 - $30,325	721 New	721 $26,000

Others Institutions Holding MFUS

# of Institutions

28

Shares Held

2.92M

Call Options Held

0

Put Options Held

0

Schiavi & CO LLC Wilmington, DE

1.36M
Shares

$71.8 Million
26.37% of portfolio
Austin Wealth Management, LLC Austin, TX

563K
Shares

$29.7 Million
5.93% of portfolio
Baker Ellis Asset Management LLC

232K
Shares

$12.2 Million
1.75% of portfolio
Williams & Novak, LLC Westlake Village, CA

135K
Shares

$7.13 Million
6.46% of portfolio
Marshall Investment Management, LLC Littleton, CO

108K
Shares

$5.68 Million
3.18% of portfolio

About PIMCO RAFI DYNAMIC MULTI-FACTO

Ticker MFUS
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