Wells Fargo Adv Inc Opport Fund shares owned by Marks Group Wealth Management
Quarter-by-quarter ownership of Wells Fargo Adv Inc Opport Fund (EAD) shares owned by Marks Group Wealth Management
from 13F filings
Historical chart of Marks Group Wealth Management investment in Wells Fargo Adv Inc Opport Fund
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Quarterly reported holdings in Wells Fargo Adv Inc Opport Fund by Marks Group Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.3M | 176k | 7.13 |
| 2024-06-30 | $1.2M | 176k | 6.62 |
| 2024-03-31 | $1.1M | 168k | 6.64 |
| 2023-12-31 | $1.1M | 168k | 6.52 |
| 2023-09-30 | $1.0M | 168k | 6.10 |
| 2023-06-30 | $1.1M | 168k | 6.45 |
| 2023-03-31 | $1.1M | 168k | 6.33 |
| 2022-12-31 | $1.1M | 174k | 6.39 |
| 2022-09-30 | $1.0M | 165k | 6.20 |
| 2022-06-30 | $1.1M | 165k | 6.49 |
| 2022-03-31 | $1.3M | 163k | 7.90 |
| 2021-12-31 | $1.5M | 163k | 9.16 |
| 2021-09-30 | $1.4M | 163k | 8.80 |
| 2021-06-30 | $1.4M | 163k | 8.79 |
| 2021-03-31 | $1.4M | 163k | 8.44 |
| 2020-12-31 | $1.3M | 163k | 8.16 |
| 2020-09-30 | $1.2M | 163k | 7.30 |
| 2020-06-30 | $1.1M | 163k | 7.02 |
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