Coordinated Financial Services, Inc. WELLS FARGO CO NEW Transaction History

Coordinated Financial Services, Inc.

  • $156 Billion
  • Q3 2025
Number of Shares
655
Previous 654 0.15%
Holding current value
$808 Million
Previous $768 Million 5.25%
% of portfolio
0.52%
Previous 0.53%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 30, 2025
BUY
N/A
1 Added 0.15%
655 $808 Million
Q2 2025

Jul 24, 2025
BUY
N/A
28 Added 4.47%
654 $768 Million
Q4 2024

Feb 07, 2025
BUY
N/A
626 New
626 $748 Million
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