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Wells Fargo & Company shares owned by Great Waters Wealth Management

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

Historical chart of Great Waters Wealth Management investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

All positions including Wells Fargo & Company held by Great Waters 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 Great Waters Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $486k 6.9k 70.24
2024-09-30 $386k 6.8k 56.49
2024-06-30 $395k 6.7k 59.39

More positions owned by Great Waters Wealth Management

Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Short Duration F (DFSD)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Russell 2000 Etf (IWM)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Apple (AAPL)
UnitedHealth (UNH)
NVIDIA Corporation (NVDA)

View all positions for Great Waters 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