Number of Shares
947,716.00
Current Holdings Value*
$2.05 Mil
% of Portfolio
0.18%
Total Estimate Gain
$4.27 Mil
% of Total Estimate Gain
5.21%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC's Wells Fargo & Co Holding Summary

As of 2025-03-31, INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC held 947,716.00 shares of Wells Fargo & Co(WFC), totaling $2.05 Mil. This investment constitutes 0.18% of their stock portfolio, and INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC now holds 0.03% of the outstanding Wells Fargo & Co(WFC) stock.

The initial trade took place in 2020Q1. And since then INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC has made 7 purchases of WFC, at an average price of $68.20, for a total of 1.20 Mil shares. In addition, there have been 6 sales at an average price of $43.03 for 255,947.00 shares. Based on historical transaction data and WFC's current price of $79.50, INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC's estimated gain on his WFC holdings is $4.27 Mil, reflecting a 5.21% gain to date.

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC WFC ($79.50) Holding Chart

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC WFC ($79.50) 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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