Creative Planning's ownership history for WFC

Creative Planning currently holds 1.3M shares with a market value of $117.6M. It started holding WFC on 2024-09-30. At its peak, it held 1.3M shares on 2025-12-31. Its highest holding value was $117.6M on 2025-12-31. At its lowest, it held 877.2K shares on 2024-12-31, with a value of $47.7M on 2024-09-30. In the recent 180 days, Creative Planning has increased its shares by 314.7K. In the recent year, Creative Planning has increased its shares by 385.0K.

It has also owned 1.2K contracts of calls, with the market value of the underlying securities totaling $5.2M on 2024-12-31. At its peak, it held 1.2K contracts of calls on 2024-12-31 and it owned calls with the market value of the underlying securities totaling $5.2M on 2025-12-31. At its lowest, it held 1.2K contracts of calls on 2024-12-31 and it owned calls with the market value of the underlying securities totaling $2.6M on 2024-12-31. In the recent 180 days, Creative Planning has increased its holdings by 0 contracts. In the recent year, Creative Planning has increased its holdings by 0 contracts.