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 % |
Top Ranked Articles
- 1