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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 |
RIG
1
Roosevelt Investment Group
New York
| $5.79M | +$615K | +23,937 | +12% |
|
| 2 |
EHC
2
Everett Harris & Co
Los Angeles,
California
| $1.36M | +$129K | +5,000 | +10% |
|
| 3 |
3
Ameriprise
Minneapolis,
Minnesota
| $1.26M | -$9.12M | -354,918 | -88% |
|
| 4 |
MPWT
4
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| $834K | +$151K | +5,875 | +22% |
|
| 5 |
SIM
5
Sonora Investment Management
Tucson,
Arizona
| $811K | +$812K | +31,600 | New |
|
| 6 |
LTI
6
Laffer Tengler Investments
Nashville,
Tennessee
| $205K | -$198K | -7,692 | Closed |
|
| 7 |
7
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $51K | – | – | – |
|
| 8 |
MWP
8
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
| $16K | +$16.5K | +640 | New |
|
| 9 |
PPA
9
Parametric Portfolio Associates
Seattle,
Washington
| – | -$771K | -30,217 | Closed |
|