A detailed history of Phillips Wealth Planners LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Phillips Wealth Planners LLC holds 9,515 shares of WFC stock, worth $793,741. This represents 0.64% of its overall portfolio holdings.

Number of Shares
9,515
Previous 3,403 179.61%
Holding current value
$793,741
Previous $278 Million 176.52%
% of portfolio
0.64%
Previous 0.25%

Shares

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

Nov 07, 2025

BUY
$77.05 - $85.16 $470,929 - $520,497
6,112 Added 179.61%
9,515 $768 Million
Q2 2025

Jul 11, 2025

BUY
$60.98 - $80.12 $207,514 - $272,648
3,403 New
3,403 $278 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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