Arista Wealth Management »

Wells Fargo & Company shares owned by Arista Wealth Management

Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Arista Wealth Management from 13F filings

Historical chart of Arista Wealth Management investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

All positions including Wells Fargo & Company held by Arista Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wells Fargo & Company by Arista Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $241k 4.3k 56.49
2024-06-30 $252k 4.2k 59.38

More positions owned by Arista Wealth Management

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Arista Wealth Management

Top funds holding Wells Fargo & Company

Vanguard Group
BlackRock
FMR
State Street Corporation
Jpmorgan Chase & Co
Wellington Management Company
Dodge & Cox
Geode Capital Management
Capital Research and Management Company - Division 3
State Farm Mutual Automobile Insurance Company
Invesco
T. Rowe Price Associates
PRIMECAP Management Company
Bank of America Corporation
Ameriprise Financial

View all funds holding Wells Fargo & Company