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Wells Fargo Adv Inc Opport Fund shares owned by Private Wealth Management Group

Quarter-by-quarter ownership of Wells Fargo Adv Inc Opport Fund (EAD) shares owned by Private Wealth Management Group from 13F filings

Historical chart of Private Wealth Management Group 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 Private Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wells Fargo Adv Inc Opport Fund by Private Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.4k 200 6.78

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View all positions for Private Wealth Management Group

Top funds holding Wells Fargo Adv Inc Opport Fund

Sit Investment Associates
Pathstone Holdings
Guggenheim Capital, LLC Managers
Invesco
Cohen & Steers Capital Management
Shaker Financial Services
Rivernorth Capital Management
UBS Group
LPL Financial
Thrivent Financial for Lutherans
Brown Advisory Holdings Incorporated
Marks Group Wealth Management
Fiera Capital Corporation
Cambridge Investment Research Advisors
Principal Securities

View all funds holding Wells Fargo Adv Inc Opport Fund