Destination Wealth Management's ownership history for WFC

Destination Wealth Management currently holds 10.9K shares with a market value of $868.8K. It started holding WFC on 2024-09-30. At its peak, it held 10.9K shares on 2026-03-31. Its highest holding value was $868.8K on 2026-03-31. At its lowest, it held 4.3K shares on 2025-06-30, with a value of $271.9K on 2024-09-30. In the recent 180 days, Destination Wealth Management has increased its shares by 6.0K. In the recent year, Destination Wealth Management has increased its shares by 6.1K.

It has also owned 2 contracts of calls, with the market value of the underlying securities totaling $4.3K on 2026-03-31. At its peak, it held 2 contracts of calls on 2026-03-31 and it owned calls with the market value of the underlying securities totaling $4.3K on 2026-03-31. At its lowest, it held 2 contracts of calls on 2026-03-31 and it owned calls with the market value of the underlying securities totaling $4.3K on 2026-03-31.