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Wells Fargo & Company shares owned by Invenio Wealth Partners

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

Historical chart of Invenio Wealth Partners investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wells Fargo & Company by Invenio Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-03-31 $233k 3.2k 71.79
2024-12-31 $266k 3.8k 70.24
2024-09-30 $214k 3.8k 56.49
2024-06-30 $225k 3.8k 59.39
2024-03-31 $236k 4.1k 57.96

More positions owned by Invenio Wealth Partners

Schwab U.s. Large-cap Growth Etf Etf (SCHG)
Jpmorgan Municipal Etf Etf (JMUB)
Wisdomtree U.s. High Dividend Fund Etf (DHS)
Vanguard S&p 500 Etf Etf (VOO)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Vanguard Core Bond Etf Etf (VCRB)
Ishares Msci Intl Value Factor Etf Etf (IVLU)
Pacer Trendpilot Us Mid Cap Etf Etf (PTMC)
Nyli Mackay Muni Intermediate Etf Etf (MMIT)
Wisdomtree Floating Rate Treasury Fund Etf (USFR)
Wisdomtree Mortgage Plus Bond Fund Etf (MTGP)
Wisdomtree Emerging Markets Ex-state-owned Enterprises Fund Etf (XSOE)
Spdr S&p 500 Etf Trust Etf (SPY)
Nvidia Corporation Stock (NVDA)
Pacer Trendpilot Us Large Cap Etf Etf (PTLC)

View all positions for Invenio Wealth Partners

Top funds holding Wells Fargo & Company

Vanguard Group
BlackRock
FMR
Jpmorgan Chase & Co
State Street Corporation
Wellington Management Company
Geode Capital Management
Morgan Stanley
State Farm Mutual Automobile Insurance Company
Dodge & Cox
Invesco
Capital Research Global Investors
Capital Research and Management Company - Division 3
Northern Trust
Ameriprise Financial

View all funds holding Wells Fargo & Company