Iams Wealth Management, LLC Wells Fargo & Company Transaction History
Iams Wealth Management, LLC
- $204 Billion
- Q3 2024
A detailed history of Iams Wealth Management, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Iams Wealth Management, LLC holds 35,145 shares of WFC stock, worth $2.28 Million. This represents 0.97% of its overall portfolio holdings.
Number of Shares
35,145
Previous 32,310
8.77%
Holding current value
$2.28 Million
Previous $1.92 Billion
3.46%
% of portfolio
0.97%
Previous 1.05%
Shares
7 transactions
Others Institutions Holding WFC
# of Institutions
2,481Shares Held
2.39BCall Options Held
44.2MPut Options Held
43.9M-
Vanguard Group Inc Valley Forge, PA311MShares$20.2 Billion0.36% of portfolio
-
Black Rock Inc. New York, NY254MShares$16.5 Billion0.35% of portfolio
-
State Street Corp Boston, MA143MShares$9.29 Billion0.38% of portfolio
-
Jpmorgan Chase & CO New York, NY116MShares$7.5 Billion0.6% of portfolio
-
Dodge & Cox San Francisco, CA92.3MShares$5.99 Billion3.46% of portfolio
About WELLS FARGO & COMPANY
- Ticker WFC
- Exchange OTC
- Sector Financial Services
- Industry Banks—Diversified
- Shares Outstandng 3,795,440,128
- Market Cap $246B
- 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...