Kingswood Wealth Advisors, LLC Wells Fargo & Company Transaction History
Kingswood Wealth Advisors, LLC
- $2.07 Trillion
- Q4 2025
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 26,236 shares of WFC stock, worth $2.19 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
26,236
Previous 16,725
56.87%
Holding current value
$2.19 Million
Previous $1.4 Billion
74.42%
% of portfolio
0.12%
Previous 0.08%
Shares
12 transactions
Others Institutions Holding WFC
# of Institutions
3,163Shares Held
2.23BCall Options Held
40.5MPut Options Held
49.2M-
Vanguard Group Inc Valley Forge, PA296MShares$24.7 Billion0.38% of portfolio
-
Black Rock Inc. New York, NY254MShares$21.2 Billion0.35% of portfolio
-
Jpmorgan Chase & CO New York, NY145MShares$12.1 Billion0.8% of portfolio
-
State Street Corp Boston, MA139MShares$11.6 Billion0.42% of portfolio
-
Wellington Management Group LLP Boston, MA82.4MShares$6.87 Billion1.27% of portfolio
About WELLS FARGO & COMPANY
- Ticker WFC
- Exchange OTC
- Sector Financial Services
- Industry Banks—Diversified
- Shares Outstandng 3,795,440,128
- Market Cap $317B
- 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...