Switch Point Financial Planning, LLC Wells Fargo & Company Transaction History
Switch Point Financial Planning, LLC
- $138 Billion
- Q3 2025
A detailed history of Switch Point Financial Planning, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Switch Point Financial Planning, LLC holds 6,281 shares of WFC stock, worth $523,961. This represents 0.38% of its overall portfolio holdings.
Number of Shares
6,281
Previous 6,240
0.66%
Holding current value
$523,961
Previous $500 Million
5.31%
% of portfolio
0.38%
Previous 0.41%
Shares
3 transactions
Others Institutions Holding WFC
# of Institutions
3,083Shares Held
2.24BCall Options Held
42MPut Options Held
49M-
Vanguard Group Inc Valley Forge, PA299MShares$24.9 Billion0.39% 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...