LIBERTY WEALTH MANAGEMENT LLC's ownership history for WFC
LIBERTY WEALTH MANAGEMENT LLC currently holds 11.3K shares with a market value of $947.6K. It started holding WFC on 2024-09-30. At its peak, it held 17.6K shares on 2025-03-31. Its highest holding value was $947.6K on 2025-09-30. At its lowest, it held 11.3K shares on 2025-06-30, with a value of $729.0K on 2024-09-30. In the recent 180 days, LIBERTY WEALTH MANAGEMENT LLC has decreased its shares by 6.3K. In the recent year, LIBERTY WEALTH MANAGEMENT LLC has decreased its shares by 1.6K.
LIBERTY WEALTH MANAGEMENT LLC's ownership history for WFC