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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
2024-03-31 $236k 4.1k 57.96

More positions owned by Invenio Wealth Partners

Wisdomtree U.s. High Dividend Fund Etf (DHS)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Wisdomtree U.s. Midcap Dividend Fund Etf (DON)
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)
Wisdomtree International Quality Dividend Growth Fund Etf (IQDG)
Jpmorgan Municipal Etf Etf (JMUB)
Wisdomtree Yield Enhanced U.s. Aggregate Bond Fund Etf (AGGY)
Wisdomtree U.s. High Yield Corporate Bond Fund Etf (WFHY)
Schwab U.s. Large-cap Growth Etf Etf (SCHG)
Spdr S&p 500 Etf Trust Etf (SPY)
Wisdomtree Emerging Markets Ex-state-owned Enterprises Fund Etf (XSOE)
Wisdomtree U.s. Smallcap Fund Etf (EES)
Ishares National Muni Bond Etf Etf (MUB)
Wisdomtree Managed Futures Strategy Fund Etf (WTMF)
Wisdomtree Mortgage Plus Bond Fund Etf (MTGP)

View all positions for Invenio Wealth Partners

Top funds holding Wells Fargo & Company

Vanguard Group
BlackRock
FMR
Dodge & Cox
Jpmorgan Chase & Co
Geode Capital Management
T. Rowe Price Associates
State Farm Mutual Automobile Insurance Company
PRIMECAP Management Company
Morgan Stanley
Ameriprise Financial
Northern Trust
Bank of America Corporation
Arrowstreet Capital, Limited Partnership
Nuveen Asset Management

View all funds holding Wells Fargo & Company