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Wells Fargo & Company shares owned by Avaii Wealth Management

Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Avaii Wealth Management from 13F filings

Historical chart of Avaii Wealth Management investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

All positions including Wells Fargo & Company held by Avaii Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wells Fargo & Company by Avaii Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $272k 4.7k 57.97
2023-12-31 $249k 5.1k 49.22
2023-09-30 $208k 5.1k 40.86

More positions owned by Avaii Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Msci Equal Weite (EUSA)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Amazon (AMZN)
Meta Platforms Cl A (META)
Ishares Tr Blackrock Ultra (ICSH)
Alphabet Cap Stk Cl A (GOOGL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Advanced Micro Devices (AMD)
Ishares Tr Latn Amer 40 Etf (ILF)

View all positions for Avaii Wealth Management

Top funds holding Wells Fargo & Company

Vanguard Group
Dodge & Cox
Jpmorgan Chase & Co
T. Rowe Price Associates
Norges Bank Investment Management
State Farm Mutual Automobile Insurance Company
PRIMECAP Management Company
Arrowstreet Capital, Limited Partnership
Davis Selected Advisers
Bank of America Corporation
Legal & General Group
Sanders Capital
Bank of New York Mellon
Charles Schwab Investment Management
Harris Associates L.P

View all funds holding Wells Fargo & Company