Accretive Wealth Partners, LLC's ownership history for WFC

Accretive Wealth Partners, LLC currently holds 20.1K shares with a market value of $1.6M. It started holding WFC on 2025-03-31. At its peak, it held 20.1K shares on 2026-03-31. Its highest holding value was $1.9M on 2025-12-31. At its lowest, it held 5.4K shares on 2025-03-31, with a value of $399.0K on 2025-03-31. In the recent 180 days, Accretive Wealth Partners, LLC has increased its shares by 850. In the recent year, Accretive Wealth Partners, LLC has increased its shares by 14.7K.