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Wells Fargo & Company Non-cum Perpet cnv shares owned by Aurum Wealth Management Group

Quarter-by-quarter ownership of Wells Fargo & Company Non-cum Perpet cnv (WFC.PL) shares owned by Aurum Wealth Management Group from 13F filings

Historical chart of Aurum Wealth Management Group investment in Wells Fargo & Company Non-cum Perpet cnv

Tip: Access up to 7 years of quarterly data

All positions including Wells Fargo & Company Non-cum Perpet cnv held by Aurum Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wells Fargo & Company Non-cum Perpet cnv by Aurum Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $421k 328 1282.20
2024-06-30 $388k 326 1188.97

More positions owned by Aurum Wealth Management Group

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vaneck Etf Trust Cef Muni Income (XMPT)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
United Parcel Service CL B (UPS)

View all positions for Aurum Wealth Management Group

Top funds holding Wells Fargo & Company Non-cum Perpet cnv

BlackRock
Advent Capital Management
State Street Corporation
Victory Capital Management
Mirae Asset Global Etfs Holdings
Valeo Financial Advisors
Stonebridge Advisors
Invesco
Manufacturers Life Insurance Company
Allianz Asset Management
Morgan Stanley
Nuveen Asset Management
Bank of America Corporation
MacKay Shields
Coastwise Capital Group

View all funds holding Wells Fargo & Company Non-cum Perpet cnv