Holistic Financial Partners's ownership history for WFC

Holistic Financial Partners currently holds 5.4K shares with a market value of $427.7K. It started holding WFC on 2025-06-30. At its peak, it held 5.4K shares on 2026-03-31. Its highest holding value was $478.3K on 2025-12-31. At its lowest, it held 2.9K shares on 2025-06-30, with a value of $229.1K on 2025-06-30. In the recent 180 days, Holistic Financial Partners has increased its shares by 637.