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Wells Fargo & Company shares owned by Endowment Wealth Management

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2024-09-30 $203k 3.6k 56.50
2024-06-30 $218k 3.7k 59.38
2024-03-31 $209k 3.6k 57.96

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Palantir Technologies Cl A (PLTR)
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Ishares Tr Ibonds Dec24 Etf
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Vanguard Scottsdale Fds Vng Rus1000idx (VONE)

View all positions for Endowment 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