We are live on
!
Find out more
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 |
SWP
1
Strategic Wealth Partners
Independence,
Ohio
| $958K | – | – | – |
|
| 2 |
UB
2
UMB Bank
Kansas City,
Missouri
| $575K | +$69.3K | +2,673 | +13% |
|
| 3 |
SIM
3
Sonora Investment Management
Tucson,
Arizona
| $250K | +$6.82K | +263 | +3% |
|
| 4 |
EWM
4
Edge Wealth Management
New York
| $48K | – | – | – |
|
| 5 |
5
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $46K | – | – | – |
|
| 6 |
GT
6
Glenmede Trust
Philadelphia,
Pennsylvania
| $35K | – | – | – |
|
| 7 |
VCP
7
Verus Capital Partners
Scottsdale,
Arizona
| $2K | – | – | – |
|
| 8 |
FIA
8
FNY Investment Advisers
New York
| $2K | +$2.59K | +100 | New |
|
| 9 |
FIM
9
Frontier Investment Management
Dallas,
Texas
| – | -$22.4M | -816,785 | Closed |
|
| 10 |
EHC
10
Everett Harris & Co
Los Angeles,
California
| – | -$2.39M | -87,200 | Closed |
|
| 11 |
BRC
11
Bell Rock Capital
Rehoboth Beach,
Delaware
| – | -$109K | -4,000 | Closed |
|