Wells Fargo & Company Unified Ser Tr Ballast Small/M Transaction History

Wells Fargo & Company

$407 Billion
Q2 2024

A detailed history of Wells Fargo & Company transactions in Unified Ser Tr Ballast Small/M stock. As of the latest transaction made, Wells Fargo & Company holds 1 shares of MGMT stock, worth $40. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 1 -0.0%

Holding current value

$40

Previous $0 NaN%

% of portfolio

0.0%

Previous 0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 09, 2024	BUY	$32.19 - $37.83 $32 - $37	1 New	1 $0

Others Institutions Holding MGMT

# of Institutions

Shares Held

2.9M

Call Options Held

Put Options Held

Consolidated Planning Corp Atlanta, GA

541K
Shares

$22.1 Million
3.44% of portfolio
High Tower Advisors, LLC Chicago, IL

532K
Shares

$21.7 Million
0.03% of portfolio
Stifel Financial Corp St. Louis, MO

318K
Shares

$13 Million
0.01% of portfolio
Lokken Investment Group LLC

143K
Shares

$5.82 Million
2.5% of portfolio
First City Capital Management, Inc.

138K
Shares

$5.65 Million
2.75% of portfolio

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About UNIFIED SER TR BALLAST SMALL/M

Ticker MGMT
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Wells Fargo & Company Unified Ser Tr Ballast Small/M Transaction History