Wells Fargo & Company Simplify Exch Trad Fds Us Eq P Transaction History

Wells Fargo & Company

$434 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 10, 2024	SELL	$28.3 - $31.48 $2.3 Million - $2.56 Million	-81,417 Reduced 99.09%	750 $23,000
Q4 2023 Feb 09, 2024	BUY	$25.37 - $28.91 $1.94 Million - $2.21 Million	76,442 Added 1335.23%	82,167 $2.36 Million
Q3 2023 Nov 13, 2023	BUY	$26.22 - $28.11 $112,064 - $120,142	4,274 Added 294.56%	5,725 $150,000
Q2 2023 Aug 15, 2023	SELL	$25.32 - $27.45 $55,704 - $60,390	-2,200 Reduced 60.26%	1,451 $39,000
Q1 2023 May 12, 2023	SELL	$24.02 - $26.27 $15,084 - $16,497	-628 Reduced 14.68%	3,651 $93,000
Q4 2022 Feb 13, 2023	SELL	$23.9 - $26.17 $279,630 - $306,189	-11,700 Reduced 73.22%	4,279 $103,000
Q3 2022 Nov 14, 2022	BUY	$26.16 - $28.86 $280,566 - $309,523	10,725 Added 204.13%	15,979 $423,000
Q2 2022 Aug 12, 2022	BUY	$26.34 - $31.45 $13,275 - $15,850	504 Added 10.61%	5,254 $139,000
Q1 2022 May 16, 2022	BUY	$29.63 - $33.3 $140,742 - $158,175	4,750 New	4,750 $149,000

Others Institutions Holding SPD

# of Institutions

38

Shares Held

1.72M

Call Options Held

0

Put Options Held

0

High Tower Advisors, LLC Chicago, IL

479K
Shares

$16.3 Million
0.02% of portfolio
Wealth Enhancement Advisory Services, LLC

248K
Shares

$8.42 Million
0.02% of portfolio
Ae Wealth Management LLC

150K
Shares

$5.1 Million
0.05% of portfolio
Almanack Investment Partners, Llc. Wayne, PA

136K
Shares

$4.62 Million
0.74% of portfolio
Austin Wealth Management, LLC Austin, TX

113K
Shares

$3.83 Million
0.82% of portfolio

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