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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
| $15.4M | -$7.82M | -303,396 | -34% |
|
| 2 |
WFG
2
Windsor Financial Group
Minneapolis,
Minnesota
| $2.97M | +$30.9K | +1,200 | +1% |
|
| 3 |
RIG
3
Roosevelt Investment Group
New York
| $2.62M | +$579K | +22,477 | +28% |
|
| 4 |
EHC
4
Everett Harris & Co
Los Angeles,
California
| $1.24M | +$8.38K | +325 | +0.7% |
|
| 5 |
MPWT
5
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| $1.1M | +$267K | +10,375 | +32% |
|
| 6 |
PPA
6
Parametric Portfolio Associates
Seattle,
Washington
| $730K | +$18.1K | +704 | +3% |
|
| 7 |
7
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| $626K | +$188K | +7,276 | +43% |
|
| 8 |
KWMG
8
King Wealth Management Group
Naples,
Florida
| – | -$476K | -18,609 | Closed |
|