Back to WFC-PZ
Consilium Wealth Advisory, LLC → WFC-PZ
Consilium Wealth Advisory, LLC WFC-PZ Position History
WFC-PZ
Quarters held
5
Latest value
$12.3M
Q3 2026
Peak value
$15.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $14M |
| Q4 2025 | $15.5M |
| Q1 2026 | $12.3M |
| Q2 2026 | $12.7M |
| Q3 2026 | $12.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $12.3M | 153.2K | — | — |
| Q2 2026 | $12.7M | 153.5K | — | — |
| Q1 2026 | $12.3M | 154.5K | — | — |
| Q4 2025 | $15.5M | 166.4K | — | — |
| Q3 2025 | $14M | 167.1K | — | — |
Other funds holding WFC-PZ
$11.2B
$11.2B
$10.8B
$7.7B
$7.7B
$6.7B
$6.2B
$5.9B