Number of Shares
7,212.00
Current Holdings Value*
$8.47 Mil
% of Portfolio
6.48%
Total Estimate Gain
$-1.79 Mil
% of Total Estimate Gain
-3.77%

Ulland Investment Advisors, LLC's Wells Fargo & Co Holding Summary

As of 2025-06-30, Ulland Investment Advisors, LLC held 7,212.00 shares of Wells Fargo & Co(WFCpL.PFD), totaling $8.47 Mil. This investment constitutes 6.48% of their stock portfolio, and Ulland Investment Advisors, LLC now holds -% of the outstanding Wells Fargo & Co(WFCpL.PFD) stock.

The initial trade took place in 2021Q4. And since then Ulland Investment Advisors, LLC has made 7 purchases of WFCpL.PFD, at an average price of $1,272.28, for a total of 37,324.00 shares. In addition, there have been 7 sales at an average price of $1,233.77 for 30,112.00 shares. Based on historical transaction data and WFCpL.PFD's current price of $1185.00, Ulland Investment Advisors, LLC's estimated gain on his WFCpL.PFD holdings is $-1.79 Mil, reflecting a -3.77% gain to date.

Ulland Investment Advisors, LLC WFCpL.PFD ($1185.00) Holding Chart

Ulland Investment Advisors, LLC WFCpL.PFD ($1185.00) 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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