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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 |
UB
1
UMB Bank
Kansas City,
Missouri
| $585K | – | – | – |
|
| 2 |
SWP
2
Strategic Wealth Partners
Independence,
Ohio
| $474K | -$141K | -5,529 | -23% |
|
| 3 |
CSPIA
3
Cary Street Partners Investment Advisory
Richmond,
Virginia
| $261K | +$256K | +10,025 | New |
|
| 4 |
LTI
4
Laffer Tengler Investments
Nashville,
Tennessee
| $109K | +$107K | +4,170 | New |
|
| 5 |
5
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $66K | – | – | – |
|
| 6 |
SIM
6
Sonora Investment Management
Tucson,
Arizona
| $7K | – | – | – |
|
| 7 |
EWM
7
Edge Wealth Management
New York
| – | -$31K | -1,255 | Closed |
|