Momentum Wealth Planning, LLC's ownership history for WFC-PL

Momentum Wealth Planning, LLC currently holds 841 shares with a market value of $971.4K. It started holding WFC-PL on 2025-06-30. At its peak, it held 841 shares on 2025-12-31. Its highest holding value was $1.0M on 2025-12-31. At its lowest, it held 821 shares on 2025-09-30, with a value of $966.3K on 2025-06-30. In the recent 180 days, Momentum Wealth Planning, LLC has increased its shares by 20.