WELLS FARGO CO NEW

Ticker: WFC CUSIP: 949746101 Class: COM

Wealthspire Retirement, LLC's Holding History (CIK: 0002040084)

Note: Option positions (PUT/CALL) are excluded.

Q2 2025
Shares 11,298 Value ($000) $905 Avg Close $71.15 Range $57.46 - $80.20
Q1 2025
Shares 11,298 Value ($000) $811 Avg Close $73.70 Range $64.44 - $79.96
Q4 2024
Shares 11,671 Value ($000) $820 Avg Close $66.67 Range $52.95 - $76.47
Q3 2024
Shares 11,699 Value ($000) $661 Avg Close $54.85 Range $48.43 - $59.08
Q2 2024
Shares 14,999 Value ($000) $891 Avg Close $56.87 Range $53.14 - $60.41
Q1 2024
Shares 16,028 Value ($000) $929 Avg Close $50.13 Range $43.98 - $56.12
Q4 2023
Shares 4,273 Value ($000) $210 Avg Close $41.03 Range $36.28 - $48.41