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Wells Fargo & Company Non-cum Perpet cnv shares owned by Bridgewealth Advisory Group

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

Historical chart of Bridgewealth Advisory 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 Bridgewealth Advisory 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 Bridgewealth Advisory Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $210k 172 1219.35
2023-12-31 $206k 172 1195.62
2023-03-31 $202k 172 1176.25
2022-12-31 $204k 172 1185.00

More positions owned by Bridgewealth Advisory Group

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Pimco Etf Tr Multisector Bd (PYLD)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Capital Grp Fixed Incm Etf T Short Duration (CGSD)
United Security Bancshares (UBFO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Schwab Strategic Tr Us Dividend Eq (SCHD)
J P Morgan Exchange Traded F Short Dura Core (JSCP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Vanguard Index Fds Mid Cap Etf (VO)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Pimco Etf Tr Muni Income Opp (MINO)

View all positions for Bridgewealth Advisory Group

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

Stonebridge Advisors
Millennium Management
Victory Capital Management
Valeo Financial Advisors
Mirae Asset Global Investments
Allianz Asset Management
Bank of America Corporation
MacKay Shields
Coastwise Capital Group
RIA Advisory Group
First Eagle Investment Management
SSI Investment Management
New York State Common Retirement Fund
Pier 88 Investment Partners
Jane Street

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