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Wells Fargo Adv Multi-Sector Inco Fund shares owned by Integris Wealth Management

Quarter-by-quarter ownership of Wells Fargo Adv Multi-Sector Inco Fund (ERC) shares owned by Integris Wealth Management from 13F filings

Historical chart of Integris Wealth Management investment in Wells Fargo Adv Multi-Sector Inco Fund

Tip: Access up to 7 years of quarterly data

All positions including Wells Fargo Adv Multi-Sector Inco Fund held by Integris Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wells Fargo Adv Multi-Sector Inco Fund by Integris Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $116k 13k 9.30
2025-09-30 $120k 13k 9.58

More positions owned by Integris Wealth Management

Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Vanguard Index Fds Large Cap Etf (VV)
Dimensional Etf Trust Global Real Est (DFGR)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Caterpillar (CAT)
Apple (AAPL)
Ishares Tr Core Msci Euro (IEUR)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)
Ishares Tr 0-5 Yr Tips Etf (STIP)

View all positions for Integris Wealth Management

Top funds holding Wells Fargo Adv Multi-Sector Inco Fund

Sit Investment Associates
Raymond James Financial
Royal Bank of Canada
Guggenheim Capital, LLC Managers
1607 Capital Partners
Invesco
Shaker Financial Services
Ameriprise Financial
Sowell Financial Services
Rareview Capital
Cohen & Steers Capital Management
Northwestern Mutual Wealth Management Company
LPL Financial
UBS Group
Advisors Asset Management

View all funds holding Wells Fargo Adv Multi-Sector Inco Fund