Number of Shares
3.85 Mil
Current Holdings Value*
$3.81 Mil
% of Portfolio
1.04%
Total Estimate Gain
$155.65 Mil
% of Total Estimate Gain
17.85%

Bramshill Income Performance Fund's Wells Fargo & Co Holding Summary

As of 2023-12-31, Trust for Advised Portfolios held 3.85 Mil shares of Wells Fargo & Co(WFC), totaling $3.81 Mil. This investment constitutes 1.04% of their stock portfolio, and Trust for Advised Portfolios now holds 0.11% of the outstanding Wells Fargo & Co(WFC) stock.

The initial trade took place in 2020Q1. And since then Bramshill Income Performance Fund has made 7 purchases of WFC, at an average price of $43.24, for a total of 20.17 Mil shares. In addition, there have been 10 sales at an average price of $43.24 for 16.33 Mil shares. Based on historical transaction data and WFC's current price of $83.70, Bramshill Income Performance Fund's estimated gain on his WFC holdings is $155.65 Mil, reflecting a 17.85% gain to date.

Bramshill Income Performance Fund WFC ($83.70) Holding Chart

Bramshill Income Performance Fund WFC ($83.70) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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