Institutional Owners for WFC
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| VONTOBEL HOLDING LTD | COM | 1701 | $852,650 | 14,711 | 0.00 | 0.00 | -133,332 | -90.06 | 03-31-2024 |
| WELCH GROUP LLC | COMMON | 1702 | $850,017 | 14,666 | 0.00 | 14,666 | +Inf | 03-31-2024 | |
| VERTEX PLANNING PARTNERS LLC | COM | 1703 | $720,335 | 14,635 | 0.00 | 0.00 | 1,065 | 7.85 | 12-31-2023 |
| CAMBRIDGE TRUST CO | COM | 1704 | $847,375 | 14,620 | 0.00 | 0.00 | -385 | -2.57 | 03-31-2024 |
