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Wells Fargo & Company shares owned by Capital Advisors Wealth Management

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

Historical chart of Capital Advisors Wealth Management investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wells Fargo & Company by Capital Advisors Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $203k 3.4k 59.39

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Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Schwab Strategic Tr Fundamental Intl (FNDF)
Vanguard World Inf Tech Etf (VGT)
J P Morgan Exchange Traded F Income Etf (JPIE)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Vanguard Bd Index Fds Long Term Bond (BLV)
Vanguard Whitehall Fds High Div Yld (VYM)
Apple (AAPL)
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE)
Microsoft Corporation (MSFT)

View all positions for Capital Advisors Wealth Management

Top funds holding Wells Fargo & Company

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

View all funds holding Wells Fargo & Company