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Entruity Wealth, LLC

SEC CIK
0001719303
Latest filing
Aug 13, 2026

WFC holding history

Wells Fargo & Company in every 13F filed by Entruity Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WFC overviewAll 13F holders of WFCFull Q2 2026 holdings

Shares (Q2 2026)
10,003
Value
$826.7K
% of portfolio
0.5%
Quarters held
7
Since Q4 2024
Holdings of WFC by Entruity Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,003$826.7K0.5%−623−5.9%ReducedHolders
Q1 202610,626$846.0K0.6%−565−5.0%ReducedHolders
Q4 202511,191$1.04M0.7%−585−5.0%ReducedHolders
Q3 202511,776$987.1K0.8%−535−4.3%ReducedHolders
Q2 202512,311$986.4K0.8%−610−4.7%ReducedHolders
Q1 202512,921$927.6K0.9%−350−2.6%ReducedHolders
Q4 202413,271$932.1K0.9%–No prior filingHolders