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Wells Fargo & Company Non-cum Perpet cnv shares owned by Financial Synergies Wealth Advisors

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

Historical chart of Financial Synergies Wealth Advisors 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 Financial Synergies Wealth Advisors 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 Financial Synergies Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $16k 13 1219.38
2023-09-30 $7.8k 7 1115.00
2023-06-30 $8.1k 7 1152.00

More positions owned by Financial Synergies Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)

View all positions for Financial Synergies Wealth Advisors

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

BlackRock
Loomis, Sayles and
Stonebridge Advisors
First Trust Advisors
Victory Capital Management
Valeo Financial Advisors
Mirae Asset Global Investments
Allianz Asset Management
FMR
Morgan Stanley
Nuveen Asset Management
Bank of America Corporation
MacKay Shields
Coastwise Capital Group
Thrivent Financial for Lutherans

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