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WFC.PRQ
Wells Fargo & Co.
WFC.PRQ
WFC.PRQ
Delisted
WFC.PRQ was delisted on the 14th of September, 2023.
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 |
1
Ameriprise
Minneapolis,
Minnesota
| $23.2M | -$22.1M | -857,272 | -49% |
|
| 2 |
WFG
2
Windsor Financial Group
Minneapolis,
Minnesota
| $2.94M | -$12.9K | -500 | -0.4% |
|
| 3 |
RIG
3
Roosevelt Investment Group
New York
| $2.04M | -$144K | -5,581 | -7% |
|
| 4 |
EHC
4
Everett Harris & Co
Los Angeles,
California
| $1.23M | – | – | – |
|
| 5 |
MPWT
5
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| $834K | +$152K | +5,875 | +22% |
|
| 6 |
PPA
6
Parametric Portfolio Associates
Seattle,
Washington
| $712K | +$42K | +1,625 | +6% |
|
| 7 |
KWMG
7
King Wealth Management Group
Naples,
Florida
| $476K | +$481K | +18,609 | New |
|
| 8 |
8
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| $439K | +$442K | +17,111 | New |
|