Institutional Owners for WFC
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| MATHER GROUP LLC | COM | 1601 | $823,736 | 16,736 | 0.00 | 0.00 | -2,369 | -12.40 | 12-31-2023 |
| DAKOTA WEALTH MANAGEMENT | COM | 1602 | $969,630 | 16,729 | 0.00 | 0.00 | 2,143 | 14.69 | 03-31-2024 |
| GARRISON POINT ADVISORS LLC | COM | 1603 | $823,254 | 16,726 | 0.00 | 0.00 | 336 | 2.05 | 12-31-2023 |
| BOLTWOOD CAPITAL MANAGEMENT | COM | 1604 | $967,932 | 16,700 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
