Essential Planning, LLC.'s ownership history for WFC

Essential Planning, LLC. currently holds 2.6K shares with a market value of $241.9K. It started holding WFC on 2024-12-31. At its peak, it held 137.6K shares on 2024-12-31. Its highest holding value was $9.4M on 2024-12-31. At its lowest, it held 2.6K shares on 2025-06-30, with a value of $208.0K on 2025-06-30. In the recent 180 days, Essential Planning, LLC. has increased its shares by 0.