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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 |
DCM
1
Delta Capital Management
Red Bank,
New Jersey
| $263K | +$4.94K | +185 | +2% |
|
| 2 |
LTI
2
Laffer Tengler Investments
Nashville,
Tennessee
| $112K | – | – | – |
|
| 3 |
3
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $70K | +$2.21K | +83 | +3% |
|
| 4 |
FAG
4
Fortitude Advisory Group
Gig Harbor,
Washington
| $54K | +$53.4K | +2,000 | New |
|
| 5 |
TWM
5
Tradition Wealth Management
Edina,
Minnesota
| $13K | – | – | – |
|
| 6 |
FFA
6
Freedman Financial Associates
Peabody,
Massachusetts
| $3K | – | – | – |
|
| 7 |
UB
7
UMB Bank
Kansas City,
Missouri
| – | -$518K | -18,951 | Closed |
|