Kingswood Wealth Advisors, LLC Wells Fargo & Company Transaction History
Kingswood Wealth Advisors, LLC
- $1.33 Trillion
- Q4 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 18,414 shares of WFC stock, worth $1.45 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
18,414
Previous 51,254
64.07%
Holding current value
$1.45 Million
Previous $2.89 Billion
55.32%
% of portfolio
0.1%
Previous 0.21%
Shares
7 transactions
Others Institutions Holding WFC
# of Institutions
2,613Shares Held
2.26BCall Options Held
43.2MPut Options Held
54.6M-
Vanguard Group Inc Valley Forge, PA307MShares$24.2 Billion0.32% of portfolio
-
Black Rock Inc. New York, NY254MShares$20 Billion0.35% of portfolio
-
State Street Corp Boston, MA142MShares$11.2 Billion0.33% of portfolio
-
Jpmorgan Chase & CO New York, NY128MShares$10.1 Billion0.59% of portfolio
-
Wellington Management Group LLP Boston, MA91.2MShares$7.19 Billion0.93% of portfolio
About WELLS FARGO & COMPANY
- Ticker WFC
- Exchange OTC
- Sector Financial Services
- Industry Banks—Diversified
- Shares Outstandng 3,795,440,128
- Market Cap $299B
- 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...