A detailed history of Optivise Advisory Services LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Optivise Advisory Services LLC holds 5,136 shares of WFC stock, worth $428,445. This represents 0.28% of its overall portfolio holdings.

Number of Shares
5,136
Previous 3,918 31.09%
Holding current value
$428,445
Previous $328 Million 45.74%
% of portfolio
0.28%
Previous 0.2%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 12, 2026

BUY
$77.62 - $87.3 $94,541 - $106,331
1,218 Added 31.09%
5,136 $479 Million
Q3 2025

Oct 17, 2025

BUY
$77.05 - $85.16 $58,943 - $65,147
765 Added 24.26%
3,918 $328 Million
Q2 2025

Aug 05, 2025

BUY
$60.98 - $80.12 $18,476 - $24,276
303 Added 10.63%
3,153 $253 Million
Q1 2025

Apr 18, 2025

SELL
$66.78 - $81.42 $13,957 - $17,016
-209 Reduced 6.83%
2,850 $205 Million
Q4 2024

Feb 13, 2025

BUY
$54.98 - $77.35 $168,183 - $236,613
3,059 New
3,059 $215 Million

Others Institutions Holding WFC

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...
More about WFC
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