Consilium Wealth Advisory, LLC Wells Fargo & Company Transaction History
Consilium Wealth Advisory, LLC
- $207 Million
- Q4 2024
A detailed history of Consilium Wealth Advisory, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Consilium Wealth Advisory, LLC holds 171,018 shares of WFC stock, worth $13.2 Million. This represents 5.8% of its overall portfolio holdings.
Number of Shares
171,018
Previous 156,278
9.43%
Holding current value
$13.2 Million
Previous $8.82 Million
36.14%
% of portfolio
5.8%
Previous 4.88%
Shares
13 transactions
Others Institutions Holding WFC
# of Institutions
2,848Shares Held
2.31BCall Options Held
67.4MPut Options Held
55.1M-
Vanguard Group Inc Valley Forge, PA302MShares$23.3 Billion0.38% of portfolio
-
Black Rock Inc. New York, NY254MShares$19.6 Billion0.35% of portfolio
-
State Street Corp Boston, MA142MShares$11 Billion0.4% of portfolio
-
Jpmorgan Chase & CO New York, NY142MShares$11 Billion0.81% of portfolio
-
Wellington Management Group LLP Boston, MA87.3MShares$6.74 Billion1.15% of portfolio
About WELLS FARGO & COMPANY
- Ticker WFC
- Exchange OTC
- Sector Financial Services
- Industry Banks—Diversified
- Shares Outstandng 3,795,440,128
- Market Cap $293B
- 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...