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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
| $634K | – | – | – |
|
| 2 |
SWP
2
Strategic Wealth Partners
Independence,
Ohio
| $422K | -$65.5K | -2,471 | -14% |
|
| 3 |
LTI
3
Laffer Tengler Investments
Nashville,
Tennessee
| $112K | – | – | – |
|
| 4 |
4
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $68K | – | – | – |
|
| 5 |
SIM
5
Sonora Investment Management
Tucson,
Arizona
| $7K | – | – | – |
|
| 6 |
FFA
6
Freedman Financial Associates
Peabody,
Massachusetts
| $3K | +$2.65K | +100 | New |
|
| 7 |
CSPIA
7
Cary Street Partners Investment Advisory
Richmond,
Virginia
| – | -$261K | -10,025 | Closed |
|