IBEX WEALTH ADVISORS's ownership history for WFC

IBEX WEALTH ADVISORS currently holds 6.9K shares with a market value of $550.3K. It started holding WFC on 2025-03-31. At its peak, it held 68.2K shares on 2025-12-31. Its highest holding value was $6.4M on 2025-12-31. At its lowest, it held 3.7K shares on 2025-06-30, with a value of $297.3K on 2025-06-30. In the recent 180 days, IBEX WEALTH ADVISORS has increased its shares by 3.2K. In the recent year, IBEX WEALTH ADVISORS has decreased its shares by 7.8K.