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Wells Fargo & Company shares owned by EnRich Financial Partners

Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by EnRich Financial Partners from 13F filings

Historical chart of EnRich Financial Partners investment in Wells Fargo & Company

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All positions including Wells Fargo & Company held by EnRich Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wells Fargo & Company by EnRich Financial Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $19k 327 56.49
2024-06-30 $19k 327 59.39
2024-03-31 $22k 375 57.96

More positions owned by EnRich Financial Partners

Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Intl Core Equity (DFIC)
Pimco Etf Tr Multisector Bd (PYLD)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Index Fds Mid Cap Etf (VO)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB)
Dimensional Etf Trust Us Mktwide Value (DFUV)

View all positions for EnRich Financial Partners

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