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Wells Fargo & Company shares owned by Johnson & White Wealth Management

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

Historical chart of Johnson & White Wealth Management investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

All positions including Wells Fargo & Company held by Johnson & White 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 Johnson & White Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $258k 5.2k 49.15
2023-09-30 $214k 5.2k 40.78
2022-09-30 $211k 5.3k 40.13

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Spdr Ser Tr S&p Divid Etf (SDY)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)
Ishares Tr Intl Sel Div Etf (IDV)
Invesco Exch Traded Fd Tr Ii S&p Intl Low (IDLV)
Apple (AAPL)
Ishares Tr Core Div Grwth (DGRO)
Invesco Exch Traded Fd Tr Ii Ftse Rafi Emng (PXH)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
NVIDIA Corporation (NVDA)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)

View all positions for Johnson & White Wealth Management

Top funds holding Wells Fargo & Company

Vanguard Group
Dodge & Cox
Jpmorgan Chase & Co
T. Rowe Price Associates
Norges Bank Investment Management
State Farm Mutual Automobile Insurance Company
PRIMECAP Management Company
Arrowstreet Capital, Limited Partnership
Davis Selected Advisers
Bank of America Corporation
Legal & General Group
Sanders Capital
Bank of New York Mellon
Charles Schwab Investment Management
Harris Associates L.P

View all funds holding Wells Fargo & Company