Back to WFC-PZ
Avantra Family Wealth, Inc. → WFC-PZ
Avantra Family Wealth, Inc. WFC-PZ Position History
WFC-PZ
Quarters held
5
Latest value
$2.3M
Q3 2026
Peak value
$3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.6M |
| Q4 2025 | $3M |
| Q1 2026 | $2.6M |
| Q2 2026 | $2.6M |
| Q3 2026 | $2.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.3M | 28.2K | — | — |
| Q2 2026 | $2.6M | 31.9K | — | — |
| Q1 2026 | $2.6M | 32.7K | — | — |
| Q4 2025 | $3M | 31.7K | — | — |
| Q3 2025 | $2.6M | 31.5K | — | — |
Other funds holding WFC-PZ
$11.2B
$11.2B
$10.8B
$7.7B
$7.7B
$6.7B
$6.2B
$5.9B