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Wells Fargo & Company Non-cum Perpet cnv shares owned by Creative Planning

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

Historical chart of Creative Planning 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 Creative Planning 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 Creative Planning

Quarter filed Position value Share count Share price at filing
2023-12-31 $466k 392 1188.83
2023-09-30 $499k 450 1108.66
2023-06-30 $459k 398 1153.39
2023-03-31 $608k 517 1176.15
2022-12-31 $716k 604 1185.96
2022-09-30 $873k 725 1204.14
2022-06-30 $975k 802 1215.71
2022-03-31 $1.2M 933 1324.76
2021-12-31 $460k 308 1493.51
2020-09-30 $441k 328 1344.51
2020-06-30 $422k 325 1298.46
2020-03-31 $503k 395 1273.42
2019-12-31 $463k 319 1451.41
2019-09-30 $507k 333 1522.52
2019-06-30 $300k 220 1363.64
2019-03-31 $327k 253 1292.49
2018-12-31 $309k 245 1261.22
2018-09-30 $241k 187 1288.77
2017-06-30 $122k 93 1311.83
2017-03-31 $84k 68 1235.29
2016-12-31 $75k 63 1190.48
2016-09-30 $114k 87 1310.34
2016-06-30 $107k 82 1304.88
2016-03-31 $105k 87 1206.90
2015-12-31 $82k 71 1154.93
2015-09-30 $77k 66 1166.67
2015-03-31 $56k 46 1217.39
2014-12-31 $3.2M 2.7k 1214.58
2014-09-30 $5.0k 4 1250.00
2014-06-30 $5.0k 4 1250.00
2014-03-31 $28k 24 1166.67
2013-12-31 $27k 24 1125.00
2013-09-30 $27k 24 1125.00
2013-06-30 $5.0k 4 1250.00
2012-12-31 $27k 22 1227.27
2012-09-30 $27k 22 1227.27
2012-06-30 $36k 32 1125.00
2011-12-31 $3.0k 3 1000.00

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Ishares Core Msci Emkt (IEMG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Mid Cap Etf (VO)
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Spdr Index Shs Fds Portfolio Devlpd (SPDW)
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Wisdomtree Tr Emg Mkts Smcap (DGS)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Real Estate Etf (VNQ)
Spdr Ser Tr Portfolio S&p500 (SPLG)

View all positions for Creative Planning

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