Plan A Wealth LLC's ownership history for WFC

Plan A Wealth LLC currently holds 7.9K shares with a market value of $631.5K. It started holding WFC on 2024-12-31. At its peak, it held 11.2K shares on 2024-12-31. Its highest holding value was $869.0K on 2025-06-30. At its lowest, it held 7.9K shares on 2026-03-31, with a value of $631.5K on 2026-03-31. In the recent 180 days, Plan A Wealth LLC has decreased its shares by 296. In the recent year, Plan A Wealth LLC has decreased its shares by 3.2K.