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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
| $277K | +$50.7K | +2,200 | +22% |
|
| 2 |
LTI
2
Laffer Tengler Investments
Nashville,
Tennessee
| $96K | – | – | – |
|
| 3 |
BC
3
Bartlett & Co
Cincinnati,
Ohio
| $90K | -$57.7K | -2,500 | -39% |
|
| 4 |
BCWM
4
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| $89.7K | -$57.7K | -2,500 | -39% |
|
| 5 |
WIM
5
Westside Investment Management
Santa Monica,
California
| $69.8K | +$69.2K | +3,000 | New |
|
| 6 |
6
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $48K | +$4.94K | +214 | +11% |
|
| 7 |
TWM
7
Tradition Wealth Management
Edina,
Minnesota
| $12K | – | – | – |
|
| 8 |
CW
8
Connectus Wealth
Cincinnati,
Ohio
| – | -$2.34M | -104,290 | Closed |
|