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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
| $13.1M | -$2.72M | -105,198 | -18% |
|
| 2 |
CC
2
Curian Capital
Denver,
Colorado
| $5.33M | +$5.2M | +201,024 | New |
|
| 3 |
WFG
3
Windsor Financial Group
Minneapolis,
Minnesota
| $3.09M | +$21.3K | +825 | +0.7% |
|
| 4 |
MPWT
4
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| $1.51M | +$358K | +13,825 | +32% |
|
| 5 |
EHC
5
Everett Harris & Co
Los Angeles,
California
| $1.28M | – | – | – |
|
| 6 |
PPA
6
Parametric Portfolio Associates
Seattle,
Washington
| $785K | +$29K | +1,121 | +4% |
|
| 7 |
7
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| $775K | +$125K | +4,843 | +20% |
|
| 8 |
8
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $53K | +$51.7K | +2,000 | New |
|
| 9 |
RIG
9
Roosevelt Investment Group
New York
| – | -$2.62M | -102,237 | Closed |
|