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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 |
CW
1
Connectus Wealth
Cincinnati,
Ohio
| $2.34M | +$2.51M | +104,290 | New |
|
| 2 |
DCM
2
Delta Capital Management
Red Bank,
New Jersey
| $221K | – | – | – |
|
| 3 |
BC
3
Bartlett & Co
Cincinnati,
Ohio
| $144K | – | – | – |
|
| 4 |
BCWM
4
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| $144K | – | – | – |
|
| 5 |
LTI
5
Laffer Tengler Investments
Nashville,
Tennessee
| $93.6K | – | – | – |
|
| 6 |
6
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $42K | – | – | – |
|
| 7 |
TWM
7
Tradition Wealth Management
Edina,
Minnesota
| $11K | – | – | – |
|
| 8 |
IR
8
IAT Reinsurance
New York
| – | -$598K | -25,000 | Closed |
|
| 9 |
LWCFA
9
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
| – | -$5K | -200 | Closed |
|