Wells Fargo & Company shares owned by Avantra Family Wealth
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Avantra Family Wealth
from 13F filings
Historical chart of Avantra Family Wealth investment in Wells Fargo & Company
Tip: Access up to 7 years of quarterly data
All positions including Wells Fargo & Company held by Avantra Family Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Wells Fargo & Company by Avantra Family Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.6M | 32k | 83.82 |
| 2025-06-30 | $2.6M | 32k | 80.12 |
| 2025-03-31 | $2.2M | 31k | 71.79 |
| 2024-12-31 | $2.1M | 30k | 70.24 |