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Wells Fargo & Company shares owned by Dynasty Wealth Management

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

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

Tip: Access up to 7 years of quarterly data

All positions including Wells Fargo & Company held by Dynasty 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 Dynasty Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.5M 27k 56.49
2024-06-30 $1.9M 31k 59.39
2024-03-31 $1.7M 29k 57.96
2018-09-30 $428k 8.1k 52.54
2017-12-31 $261k 4.3k 60.56

More positions owned by Dynasty Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Fidelity Covington Trust Vlu Factor Etf (FVAL)
Trimtabs Etf Tr Fcf Us Qlty Etf (TTAC)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Mbs Etf (MBB)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr S&P SML 600 GWT (IJT)
Ishares Tr U.s. Tech Etf (IYW)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Tcw Transform Etf Trust Transform System (NETZ)

View all positions for Dynasty Wealth Management

Top funds holding Wells Fargo & Company

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Dodge & Cox
Geode Capital Management
T. Rowe Price Associates
State Farm Mutual Automobile Insurance Company
Morgan Stanley
Invesco
PRIMECAP Management Company
Bank of America Corporation
Arrowstreet Capital, Limited Partnership
Nuveen Asset Management
Millennium Management

View all funds holding Wells Fargo & Company