Walled Lake Planning & Wealth Management, LLC Wells Fargo & Company Transaction History
Walled Lake Planning & Wealth Management, LLC
- $226 Million
- Q2 2024
A detailed history of Walled Lake Planning & Wealth Management, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Walled Lake Planning & Wealth Management, LLC holds 8,951 shares of WFC stock, worth $578,950. This represents 0.23% of its overall portfolio holdings.
Number of Shares
8,951
Previous 8,874
0.87%
Holding current value
$578,950
Previous $514,000
3.31%
% of portfolio
0.23%
Previous 0.23%
Shares
5 transactions
Others Institutions Holding WFC
# of Institutions
2,479Shares Held
2.39BCall Options Held
44.2MPut Options Held
43.9M-
Vanguard Group Inc Valley Forge, PA311MShares$20.1 Billion0.36% of portfolio
-
Black Rock Inc. New York, NY254MShares$16.4 Billion0.35% of portfolio
-
State Street Corp Boston, MA143MShares$9.26 Billion0.38% of portfolio
-
Jpmorgan Chase & CO New York, NY116MShares$7.47 Billion0.6% of portfolio
-
Dodge & Cox San Francisco, CA92.3MShares$5.97 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 $245B
- 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...