CUSIP 9497634X1
WELLS FARGO BANK NATIONAL ASSN CD
3 institutions · $221.6K total · 60,162 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Accel Wealth Management | 100 | $99.8K | 0.16% | 2023-06-30 |
| 2 | Cornerstone Planning Group LLC | 62 | $61.9K | 0.10% | 2023-09-30 |
| 3 | ENCOMPASS WEALTH ADVISORS, LLC | 60,000 | $60.0K | 99.73% | 2023-12-31 |