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WFC.PRN
WELLS FARGO & COMPANY Depositary Shares, representing a 1/1,000th interest in a share of Non-Cumulat
WFC.PRN
WFC.PRN
Delisted
WFC.PRN was delisted on the 14th of June, 2021.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 1 |
PAM
1
Private Asset Management
San Diego,
California
| $1.29M | +$15.4K | +600 | +1% |
|
| 2 |
LWA
2
Lenox Wealth Advisors
New York
| $26K | +$25.1K | +978 | New |
|
| 3 |
DAC
3
Dividend Assets Capital
Ridgeland,
South Carolina
| $20K | +$19.3K | +750 | New |
|
| 4 |
RCA
4
Ranch Capital Advisors
Sarasota,
Florida
| $18K | +$231 | +9 | +1% |
|
| 5 |
CSPIA
5
Cary Street Partners Investment Advisory
Richmond,
Virginia
| – | -$160K | -6,300 | Closed |
|
| 6 |
RMC
6
Resources Management Corp
West Hartford,
Connecticut
| – | -$3K | -100 | Closed |
|