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Wells Fargo & Company shares owned by Creekmur Asset Management

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

Historical chart of Creekmur Asset Management investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wells Fargo & Company by Creekmur Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $58k 1.0k 56.49
2024-06-30 $61k 1.0k 59.39
2024-03-31 $58k 1.0k 57.96
2023-12-31 $50k 1.0k 49.22

More positions owned by Creekmur Asset Management

Global X Fds 1-3 Month T-bill (CLIP)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Ishares Tr Core Us Aggbd Et (AGG)
First Tr Exchange-traded First Tr Enh New (FTSM)
First Tr Exchange-traded Intermediate Dur (FIIG)
Caterpillar (CAT)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Apple (AAPL)

View all positions for Creekmur Asset Management

Top funds holding Wells Fargo & Company

Vanguard Group
BlackRock
FMR
State Street Corporation
Jpmorgan Chase & Co
Wellington Management Company
Geode Capital Management
Dodge & Cox
Norges Bank Investment Management
Capital Research and Management Company - Division 3
Morgan Stanley
State Farm Mutual Automobile Insurance Company
Bank of America Corporation
Northern Trust
T. Rowe Price Associates

View all funds holding Wells Fargo & Company