Peak Retirement Planning, Inc.'s ownership history for WFC

Peak Retirement Planning, Inc. currently holds 5.9K shares with a market value of $472.1K. It started holding WFC on 2025-03-31. At its peak, it held 7.2K shares on 2025-09-30. Its highest holding value was $642.6K on 2025-12-31. At its lowest, it held 5.9K shares on 2026-03-31, with a value of $472.1K on 2026-03-31. In the recent 180 days, Peak Retirement Planning, Inc. has decreased its shares by 1.3K. In the recent year, Peak Retirement Planning, Inc. has decreased its shares by 656.