Balance Wealth, LLC's ownership history for WFC

Balance Wealth, LLC currently holds 60.2K shares with a market value of $5.0M. It started holding WFC on 2025-03-31. At its peak, it held 61.8K shares on 2025-03-31. Its highest holding value was $5.0M on 2025-09-30. At its lowest, it held 60.2K shares on 2025-09-30, with a value of $4.4M on 2025-03-31. In the recent 180 days, Balance Wealth, LLC has decreased its shares by 1.6K.