Smallwood Wealth Investment Management, LLC's ownership history for WFC

Smallwood Wealth Investment Management, LLC currently holds 1.5K shares with a market value of $115.7K. It started holding WFC on 2025-03-31. At its peak, it held 1.6K shares on 2025-12-31. Its highest holding value was $150.4K on 2025-12-31. At its lowest, it held 1.5K shares on 2026-03-31, with a value of $108.6K on 2025-03-31. In the recent 180 days, Smallwood Wealth Investment Management, LLC has decreased its shares by 10. In the recent year, Smallwood Wealth Investment Management, LLC has decreased its shares by 60.