Xcel Wealth Management, LLC Wells Fargo & Company Transaction History
Xcel Wealth Management, LLC
- $356 Million
- Q4 2024
A detailed history of Xcel Wealth Management, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Xcel Wealth Management, LLC holds 29,569 shares of WFC stock, worth $1.87 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
29,569
Previous 30,051
1.6%
Holding current value
$1.87 Million
Previous $1.7 Million
22.41%
% of portfolio
0.58%
Previous 0.5%
Shares
19 transactions
Others Institutions Holding WFC
# of Institutions
2,857Shares Held
2.23BCall Options Held
67.4MPut Options Held
55.1M-
Vanguard Group Inc Valley Forge, PA302MShares$19 Billion0.38% of portfolio
-
Black Rock Inc. New York, NY254MShares$16 Billion0.35% of portfolio
-
State Street Corp Boston, MA142MShares$8.96 Billion0.4% of portfolio
-
Jpmorgan Chase & CO New York, NY142MShares$8.96 Billion0.81% of portfolio
-
Geode Capital Management, LLC Boston, MA71.3MShares$4.5 Billion0.4% of portfolio
About WELLS FARGO & COMPANY
- Ticker WFC
- Exchange OTC
- Sector Financial Services
- Industry Banks—Diversified
- Shares Outstandng 3,795,440,128
- Market Cap $239B
- 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...