UNITED CAPITAL FINANCIAL ADVISORS, LLC's ownership history for WFC
UNITED CAPITAL FINANCIAL ADVISORS, LLC currently holds 202.8K shares with a market value of $16.1M. It started holding WFC on 2024-09-30. At its peak, it held 212.3K shares on 2024-09-30. Its highest holding value was $18.2M on 2025-12-31. At its lowest, it held 185.6K shares on 2025-06-30, with a value of $12.0M on 2024-09-30. In the recent 180 days, UNITED CAPITAL FINANCIAL ADVISORS, LLC has increased its shares by 14.1K. In the recent year, UNITED CAPITAL FINANCIAL ADVISORS, LLC has increased its shares by 4.8K.
UNITED CAPITAL FINANCIAL ADVISORS, LLC's ownership history for WFC