Bergan Kdv Wealth Management, LLC Wells Fargo & Company Transaction History
Bergan Kdv Wealth Management, LLC
- $999 Million
- Q2 2023
A detailed history of Bergan Kdv Wealth Management, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 144,335 shares of WFC stock, worth $10.3 Million. This represents 0.62% of its overall portfolio holdings.
Number of Shares
144,335
Previous 143,631
0.49%
Holding current value
$10.3 Million
Previous $5.37 Million
14.75%
% of portfolio
0.62%
Previous 0.55%
Shares
24 transactions
Others Institutions Holding WFC
# of Institutions
2,502Shares Held
2.26BCall Options Held
43.3MPut Options Held
54.5M-
Vanguard Group Inc Valley Forge, PA307MShares$22 Billion0.32% of portfolio
-
Black Rock Inc. New York, NY254MShares$18.2 Billion0.35% of portfolio
-
State Street Corp Boston, MA142MShares$10.2 Billion0.33% of portfolio
-
Jpmorgan Chase & CO New York, NY128MShares$9.18 Billion0.59% of portfolio
-
Wellington Management Group LLP Boston, MA91.2MShares$6.53 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 $272B
- 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...