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Sax Wealth Advisors’s WELLS FARGO 7.5% NON CUMV PERP CONV WFC.PRL Stock Holding History

Sax Wealth Advisors’s Portfolio WFC.PRL Stock Details WFC.PRL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$264K Hold
225
– – 0.02% 363
2025
Q1 		$270K Buy
+225
New +$270K 0.02% 313