A detailed history of Leo Wealth, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Leo Wealth, LLC holds 4,833 shares of WFC stock, worth $343,674. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,833
Previous 4,915 1.67%
Holding current value
$343,674
Previous $294 Million 7.18%
% of portfolio
0.02%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024

SELL
$51.58 - $60.97 $4,229 - $4,999
-82 Reduced 1.67%
4,833 $273 Million
Q2 2024

Jul 17, 2024

BUY
$56.41 - $62.34 $9,476 - $10,473
168 Added 3.54%
4,915 $294 Million
Q1 2024

May 09, 2024

BUY
$46.44 - $57.96 $11,192 - $13,968
241 Added 5.35%
4,747 $275 Million
Q4 2023

Mar 14, 2024

BUY
$38.67 - $50.51 $174,247 - $227,598
4,506 New
4,506 $230 Million

Others Institutions Holding WFC

About WELLS FARGO & COMPANY


  • Ticker WFC
  • Exchange OTC
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 3,795,440,128
  • Market Cap $270B
  • 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...
More about WFC
Track This Portfolio

Track Leo Wealth, LLC Portfolio

Follow Leo Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Leo Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Leo Wealth, LLC with notifications on news.