Wells Fargo & Company shares owned by Heartwood Wealth Management
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Heartwood Wealth Management
from 13F filings
Historical chart of Heartwood Wealth Management investment in Wells Fargo & Company
Tip: Access up to 7 years of quarterly data
All positions including Wells Fargo & Company held by Heartwood Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Wells Fargo & Company by Heartwood Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2016-09-30 | $11k | 250 | 44.00 |
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