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WFC.PRO
WELLS FARGO & COMPANY Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cu
WFC.PRO
WFC.PRO
Delisted
WFC.PRO was delisted on the 14th of September, 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 |
FPC
1
Falcon Point Capital
San Francisco,
California
| $416K | – | – | – |
|
| 2 |
ECM
2
Estabrook Capital Management
New York
| $187K | – | – | – |
|
| 3 |
JWM
3
Jacobus Wealth Management
Milwaukee,
Wisconsin
| $166K | +$173K | +8,000 | New |
|
| 4 |
4
Ameriprise
Minneapolis,
Minnesota
| $64K | -$32.2K | -1,493 | -33% |
|
| 5 |
PTC
5
Private Trust Company
Cleveland,
Ohio
| $54K | +$21.6K | +1,000 | +63% |
|
| 6 |
EHC
6
Everett Harris & Co
Los Angeles,
California
| – | -$232K | -10,000 | Closed |
|
| 7 |
SOAMC
7
Spirit of America Management Corp
Syosset,
New York
| – | -$116K | -5,000 | Closed |
|
| 8 |
8
Victory Capital Management
San Antonio,
Texas
| – | +$324 | +15 | New |
|