Luken Investment Analytics »

Wells Fargo Adv Inc Opport Fund shares owned by Luken Investment Analytics

Quarter-by-quarter ownership of Wells Fargo Adv Inc Opport Fund (EAD) shares owned by Luken Investment Analytics from 13F filings

Historical chart of Luken Investment Analytics investment in Wells Fargo Adv Inc Opport Fund

Tip: Access up to 7 years of quarterly data

All positions including Wells Fargo Adv Inc Opport Fund held by Luken Investment Analytics consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wells Fargo Adv Inc Opport Fund by Luken Investment Analytics

Quarter filed Position value Share count Share price at filing
2024-09-30 $300k 42k 7.13
2024-06-30 $278k 42k 6.62
2024-03-31 $279k 42k 6.64
2023-12-31 $357k 55k 6.52
2023-09-30 $1.1M 176k 6.10
2023-06-30 $552k 86k 6.45
2023-03-31 $523k 83k 6.33
2022-12-31 $77k 12k 6.39

More positions owned by Luken Investment Analytics

Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ssga Active Tr Spdr Blackstone (HYBL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Ser Tr Portfolio S&p500 (SPLG)
First Tr Exchange-traded Ft Vest Ris (RDVI)
First Tr Exch Trd Alphdx Emerg Mkt Alph (FEM)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ssga Active Etf Tr Blackstone Senr (SRLN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
First Tr Exchng Traded Fd Vi Vest Us Equity E (XMAY)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)

View all positions for Luken Investment Analytics

Top funds holding Wells Fargo Adv Inc Opport Fund

Morgan Stanley
Rivernorth Capital Management
Pathstone Holdings
Cohen & Steers Capital Management
Invesco
Guggenheim Capital, LLC Managers
Shaker Financial Services
Thrivent Financial for Lutherans
CNH Partners
LPL Financial
Envestnet Asset Management
Brown Advisory Holdings Incorporated
Rareview Capital
Cambridge Investment Research Advisors
Marks Group Wealth Management

View all funds holding Wells Fargo Adv Inc Opport Fund