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

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

Historical chart of Planning Solutions 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 Planning Solutions 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 Planning Solutions Group

Quarter filed Position value Share count Share price at filing
2019-06-30 $248k 182 1362.64
2019-03-31 $235k 182 1291.21
2018-12-31 $230k 182 1263.74

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iShares S&P 500 Index (IVV)
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Ishares Inc core msci emkt (IEMG)
SPDR S&P Emerging Markets (SPEM)
Vanguard High Dividend Yield ETF (VYM)
Vanguard FTSE All-World ex-US ETF (VEU)
iShares S&P Moderate Allocation Fund ETF (AOM)
Ishares Tr eafe min volat (EFAV)
Apple (AAPL)
BB&T Corporation
iShares MSCI Emerging Markets Indx (EEM)
D First Tr Exchange-traded (FPE)
Lgi Homes (LGIH)
iShares S&P SmallCap 600 Index (IJR)
SPDR S&P World ex-US (SPDW)

View all positions for Planning Solutions Group

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

Ing Investment Management
BlackRock
Advent Capital Management
First Trust Advisors
Mirae Asset Global Etfs Holdings
Valeo Financial Advisors
Victory Capital Management
Stonebridge Advisors
Invesco
Manufacturers Life Insurance Company
State Street Corporation
Allianz Asset Management
FMR
Nuveen Asset Management
Bank of America Corporation

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