KDT Advisors, LLC WFC Holdings History

Number of Shares
10,000.00
Current Holdings Value*
$717,900.00
% of Portfolio
1.06%
Total Estimate Gain
$86,200.00
% of Total Estimate Gain
11.48%

KDT Advisors, LLC's Wells Fargo & Co Holding Summary

As of 2025-03-31, KDT Advisors, LLC held 10,000.00 shares of Wells Fargo & Co(WFC), totaling $717,900.00. This investment constitutes 1.06% of their stock portfolio, and KDT Advisors, LLC now holds 0% of the outstanding Wells Fargo & Co(WFC) stock.

The initial trade took place in 2025Q1. And since then KDT Advisors, LLC has made 1 purchases of WFC, at an average price of $75.08, for a total of 10,000.00 shares. Based on historical transaction data and WFC's current price of $83.70, KDT Advisors, LLC's estimated gain on his WFC holdings is $86,200.00, reflecting a 11.48% gain to date.

KDT Advisors, LLC WFC ($83.70) Holding Chart

KDT Advisors, LLC 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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