Lido Advisors, LLC's ownership history for WFC

Lido Advisors, LLC currently holds 264.5K shares with a market value of $22.9M. It started holding WFC on 2024-09-30. At its peak, it held 264.5K shares on 2025-12-31. Its highest holding value was $22.9M on 2025-12-31. At its lowest, it held 134.6K shares on 2024-09-30, with a value of $7.6M on 2024-09-30. In the recent 180 days, Lido Advisors, LLC has increased its shares by 89.1K. In the recent year, Lido Advisors, LLC has increased its shares by 127.1K.

It has also owned 8 contracts of calls, with the market value of the underlying securities totaling $74.6K on 2024-09-30. At its peak, it held 22 contracts of calls on 2024-09-30 and it owned calls with the market value of the underlying securities totaling $124.3K on 2024-09-30. At its lowest, it held 8 contracts of calls on 2025-09-30 and it owned calls with the market value of the underlying securities totaling $67.1K on 2025-09-30. In the recent 180 days, Lido Advisors, LLC has decreased its holdings by 14 contracts.