—
Net Worth Est.
$4.27MTrade volume
$0Total trades
-----Last Traded
----Ownership Interest
$3M
Real Property
$407.5K
Mutual Funds
$341.01K
Bank Accounts, Money Market Accounts and CDs
$282.5K
Restricted Stock Units
$175K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
![Puritan Confectionery Co. [OL]](https://quiver-logos.s3.us-east-2.amazonaws.com/placeholder_white.png){kind=small} - Puritan Confectionery Co. [OL]Ownership Interest | $1,000,001 - $5,000,000 | $50,001 - $100,000 | LLC Income | 2023 | |
- Pilgrim Realty ⇒ 207 Hooksett Road [RP]Real Property | $250,001 - $500,000 | $15,001 - $50,000 | LLC Income | 2023 | |
- PNC Bank Checking xx22 [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | SP | 2023 | ||
- Uber Technologies [RS]Restricted Stock Units | $100,001 - $250,000 | SP | 2023 | ||
- Bank of America Checking xx23 [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | $1 - $200 | Interest | 2023 | |
VFFVX Fidelity 401K ⇒ Vanguard Target Retirement 2055 Fund (VFFVX) [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2023 | |
TBWIX Wells Fargo IRA ⇒ Thornburg Better World International Fund Class I (TBWIX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
UBER Uber Technologies, Inc. Common Stock (UBER) [ST]Stocks | $15,001 - $50,000 | SP | 2023 | ||
PQNAX Wells Fargo IRA ⇒ Virtus NFJ Mid Cap Value Fund Class A (PQNAX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- Bank of America Savings xx25 [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2023 | |
SMCWX Wells Fargo IRA ⇒ American Funds SMALLCAP World A (SMCWX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
AMZN Fidelity 401K ⇒ Amazon.com, Inc. - Common Stock (AMZN) [ST]Stocks | $15,001 - $50,000 | SP | 2023 | ||
MINIX Wells Fargo IRA ⇒ MFS International Value Fund Class I (MINIX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- Pilgrim Realty ⇒ 865 Maple Street [RP]Real Property | $15,001 - $50,000 | 2023 | |||
AGTHX Wells Fargo IRA ⇒ The Growth Fund of America Class A Shares (AGTHX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
VEVIX Wells Fargo IRA ⇒ Victory Sycamore Established Value Fund Class I (VEVIX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
ASFYX Wells Fargo IRA ⇒ Virtus AlphaSimplex Managed Futures Strategy Fund Class I (ASFYX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
PICMX Wells Fargo IRA ⇒ Virtus KAR Mid-Cap Growth Fund I (PICMX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
SCATX Wells Fargo IRA ⇒ Virtus Zevenbergen Innovative Growth Stock Fund I (SCATX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
FGZMX Wells Fargo IRA ⇒ Fidelity New Markets Income Fund Class I (FGZMX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
ACVIX Wells Fargo IRA ⇒ American Century Small Cap Value Fund - I Class (ACVIX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
NEWFX Wells Fargo IRA ⇒ American Funds New World Fund A (NEWFX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
YAFIX Wells Fargo IRA ⇒ AMG Yacktman Focused Fund - Class I (YAFIX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
PBAIX Wells Fargo IRA ⇒ BlackRock Tactical Opportunities Fund - Institutional (PBAIX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
DLDRX Wells Fargo IRA ⇒ BNY Mellon Natural Resources Fund Class I (DLDRX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
BCGIX Wells Fargo IRA ⇒ BrandywineGLOBAL Corporate Credit Fund Class I (BCGIX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
CEYIX Wells Fargo IRA ⇒ Calvert Equity Fund Class I (CEYIX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
ODVYX Wells Fargo IRA ⇒ Invesco Developing Markets Fund Class Y (ODVYX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
LFMIX Wells Fargo IRA ⇒ LoCorr Macro Strategies Fund - Class I (LFMIX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
LSWWX Wells Fargo IRA ⇒ Loomis Sayles Global Allocation Fund Class Y (LSWWX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
PFPWX Wells Fargo IRA ⇒ Parnassus Value Equity Fund Institutional Shares (PFPWX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
HBLIX Wells Fargo IRA ⇒ Hartford Balanced Income Fund Class I (HBLIX) [MF]Mutual Funds | None | Tax-Deferred | 2023 | ||
GSFTX Wells Fargo IRA ⇒ Columbia Dividend Income Fund Class I (GSFTX) [MF]Mutual Funds | None | Tax-Deferred | 2023 | ||
JMIEX Wells Fargo IRA ⇒ JPMorgan Emerging Markets Equity Fund Class L (JMIEX) [MF]Mutual Funds | None | Tax-Deferred | 2023 | ||
MDIJX Wells Fargo IRA ⇒ MFS International Diversification Fund Class I (MDIJX) [MF]Mutual Funds | None | Tax-Deferred | 2023 | ||
LCGFX Wells Fargo IRA ⇒ WmBlair Large Cap Growth Fund Class I (LCGFX) [MF]Mutual Funds | None | Tax-Deferred | 2023 | ||
- Northwestern Mutual Insurance [WU]Whole/Universal Insurance | None | Unearned Income | 2023 | ||
- Puritan Confectionery Co. [OL]Ownership Interest | $1,000,001 - $5,000,000 | $50,001 - $100,000 | LLC Income | 2022 | |
- Pilgrim Realty [OL]Ownership Interest | $250,001 - $500,000 | $5,001 - $15,000 | LLC Income | 2022 | |
- Wells Fargo IRA ⇒ PQNAX – Allianz Funds Mid Cap Value Fund A [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
- Northwestern Mutual [WU]Whole/Universal Insurance | $15,001 - $50,000 | $1,001 - $2,500 | Dividends | 2022 | |
- Wells Fargo IRA ⇒ SMCWX – American Funds SmallCal World Fund A [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
- Wells Fargo IRA ⇒ GSFTX – Columbia Dividend Income Fund Institutional Class [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
- Wells Fargo IRA ⇒ MINIX – MFS International Diversification Fund Class I [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
- Wells Fargo IRA ⇒ JMIEX – JPMorgan Emerging Markets Equity Fund Class L [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Wells Fargo IRA ⇒ LCGFX - Blair William Funds Large Cap Growth Fund Class I [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Wells Fargo IRA ⇒ LFMIX – Locorr Macro Strategies Fund Class I [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Wells Fargo IRA ⇒ MDIJX – MFS International Diversification Fund Class I [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Wells Fargo IRA ⇒ NEWFX – American Funds New World Fund Class A [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Wells Fargo IRA ⇒ ACVIX - American Century Funds Small Cap Value Fund Class I [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Wells Fargo IRA ⇒ AGTHX – American Funds Growth Fund of America A [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Wells Fargo IRA ⇒ ASFYX – Alpha Simplex Managed Futures Strategy Fund Class Y [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Wells Fargo IRA ⇒ BCGIX – Brandywine Global Corporate Credit Fund Class I [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Wells Fargo IRA ⇒ FGZMX – Fidelity Advisor New Market Income Funds Class I [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Wells Fargo IRA ⇒ HBLIX – Hartford Balanced Income Fund Class I [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Wells Fargo IRA ⇒ ODVYX – Invesco Oppenheimer Developing Markets Fund Class Y [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Wells Fargo IRA ⇒ PBAIX – BlackRock Funds Tactical Opportunities Fund Instl Class I [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Wells Fargo IRA ⇒ PICMX – Virtus KAR Mid-Cap Growth Fund Class I [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Wells Fargo IRA ⇒ SCATX – Virtus Zevenbergen Innovative Growth Stock Fund Class I [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Wells Fargo IRA ⇒ VEVIX – Victory Sycamore Established Value Fund Class I [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Wells Fargo IRA ⇒ YAFIX – AMG Funds Yacktman Focused Fund Class I [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Bank of America Savings xx25 [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2022 | |
- Bank of America Checking xx23 [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2022 | |
- Wells Fargo IRA ⇒ GSITX – Goldman Sachs Small Cap Value Insights Fund Class I [MF]Mutual Funds | None | Tax-Deferred | 2022 | ||
- Puritan Confectionery Co. [OL]Ownership Interest | $1,000,001 - $5,000,000 | $100,001 - $1,000,000 | LLC Income | 2021 | |
- Pilgrim Realty [OL]Ownership Interest | $250,001 - $500,000 | $15,001 - $50,000 | LLC Income | 2021 | |
- Bank of America Savings xx25 [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | $1 - $200 | Interest | 2021 | |
- Wells Fargo IRA ⇒ AGTHX – American Funds Growth Fund of America A [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- Wells Fargo IRA ⇒ SCATX – Virtus Zevenbergen Innovative Growth Stock Fund Class I [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- Wells Fargo IRA ⇒ MINIX – MFS International Diversification Fund Class I [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- Wells Fargo IRA ⇒ PQNAX – Allianz Funds Mid Cap Value Fund A [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- Wells Fargo IRA ⇒ GSFTX – Columbia Dividend Income Fund Institutional Class [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- Northwestern Mutual [WU]Whole/Universal Insurance | $15,001 - $50,000 | $1,001 - $2,500 | Dividends | 2021 | |
- Wells Fargo IRA ⇒ SMCWX – American Funds SmallCal World Fund A [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- Wells Fargo IRA ⇒ YAFIX – AMG Funds Yacktman Focused Fund Class I [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- Bank of America Checking xx23 [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2021 | |
- Wells Fargo IRA ⇒ ASFYX – Alpha Simplex Managed Futures Strategy Fund Class Y [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- Wells Fargo IRA ⇒ BCGIX – Brandywine Global Corporate Credit Fund Class I [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- Wells Fargo IRA ⇒ FGZMX – Fidelity Advisor New Market Income Funds Class I [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- Wells Fargo IRA ⇒ GSITX – Goldman Sachs Small Cap Value Insights Fund Class I [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- Wells Fargo IRA ⇒ HBLIX – Hartford Balanced Income Fund Class I [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- Wells Fargo IRA ⇒ JMIEX – JPMorgan Emerging Markets Equity Fund Class L [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- Wells Fargo IRA ⇒ LFMIX – Locorr Macro Strategies Fund Class I [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- Wells Fargo IRA ⇒ MDIJX – MFS International Diversification Fund Class I [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- Wells Fargo IRA ⇒ NEWFX – American Funds New World Fund Class A [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- Wells Fargo IRA ⇒ ODVYX – Invesco Oppenheimer Developing Markets Fund Class Y [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- Wells Fargo IRA ⇒ PBAIX – BlackRock Funds Tactical Opportunities Fund Instl Class I [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- Wells Fargo IRA ⇒ PICMX – Virtus KAR Mid-Cap Growth Fund Class I [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- Wells Fargo IRA ⇒ VEVIX – Victory Sycamore Established Value Fund Class I [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- Wells Fargo IRA ⇒ AVGRX – BNY Mellon Dynamic Total Return Fund [MF]Mutual Funds | None | Tax-Deferred | 2021 | ||
- Wells Fargo IRA ⇒ TQCYX – Touchstone Dividend Equity Fund Class Y [MF]Mutual Funds | None | Tax-Deferred | 2021 | ||
- Puritan Confectionery Co. [OL]Ownership Interest | $1,000,001 - $5,000,000 | LLC Income | 2020 | ||
- Pilgrim Realty [OL]Ownership Interest | $250,001 - $500,000 | $15,001 - $50,000 | LLC Income | 2020 | |
- Northwestern Mutual [WU]Whole/Universal Insurance | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2020 | |
- Wells Fargo IRA ⇒ GSFTX - Columbia Dividend Income Fund Institutional Class [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
- Wells Fargo IRA ⇒ AGTHX - American Funds Growth Fund of America A [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
- Wells Fargo IRA ⇒ SCATX - Virtus Zevenbergen Innovative Growth Stock Fund Class I [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
- Wells Fargo IRA ⇒ MINIX - MFS International Diversification Fund Class I [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
- Bank of America Savings xx25 [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2020 | |
- Wells Fargo IRA ⇒ SMCWX - American Funds SmallCap World Fund A [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
- Wells Fargo IRA ⇒ PQNAX - Allianz Funds Mid Cap Value Fund A [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
- Wells Fargo IRA ⇒ NEWFX - American Funds New World Fund Class A [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- Wells Fargo IRA ⇒ DHSTX - Diamond Hill Funds Class I [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- Wells Fargo IRA ⇒ MDIJX - MFS International Diversification Fund Class I [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- Bank of America Checking xx23 [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2020 | |
- Wells Fargo IRA ⇒ ASFYX - AlphaSimplex Managed Futures Strategy Fund Class Y [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- Wells Fargo IRA ⇒ AVGRX - BNY Mellon Dynamic Total Return Fund Class I [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- Wells Fargo IRA ⇒ FGZMX - Fidelity Advisor New Market Income Funds Class I [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- Wells Fargo IRA ⇒ GSITX - Goldman Sachs Small Cap Value Insights Fund Class I [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- Wells Fargo IRA ⇒ HBLIX - Hartford Balanced Income Fund Class I [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- Wells Fargo IRA ⇒ JMIEX - JPMorgan Emerging Markets Equity Fund Class L [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- Wells Fargo IRA ⇒ LFMIX - Locorr Macro Strategies Fund Class I [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- Wells Fargo IRA ⇒ ODVYX - Invesco Oppenheimer Developing Markets Fund Class Y [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- Wells Fargo IRA ⇒ PICMX - Virtus KAR Mid-Cap Growth Fund Class I [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- Wells Fargo IRA ⇒ VEVIX - Victory Sycamore Established Value Fund Class I [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- Wells Fargo IRA ⇒ FDSWX - AIG Focused Dividend Strategy Fund Class W [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- Wells Fargo IRA ⇒ OAYIX - Oakmark International Fund Class A [MF]Mutual Funds | None | Tax-Deferred | 2020 | ||
- Wells Fargo IRA ⇒ APGYX - AB Large Cap Growth Fund Advisor Class [MF]Mutual Funds | None | Tax-Deferred | 2020 | ||
- Wells Fargo IRA ⇒ SHOYX - American Beacon SiM High Yield Opportunities Fund Y Class [MF]Mutual Funds | None | 2020 | |||
- Wells Fargo IRA ⇒ BRLVX - American Beacon Bridgeway Large Cap Value Fund R5 Class [MF]Mutual Funds | None | Tax-Deferred | 2020 | ||
- Wells Fargo IRA ⇒ PCBIX - Principal MidCap Fund Institutional Class [MF]Mutual Funds | None | Tax-Deferred | 2020 | ||
- Puritan Confectionery Co. [OL]Ownership Interest | $1,000,001 - $5,000,000 | $15,001 - $50,000 | LLC Income | 2019 | |
- Pilgrim Realty [OL]Ownership Interest | $250,001 - $500,000 | $15,001 - $50,000 | LLC Income | 2019 | |
- Bank of America Checking xx23 [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2019 | |
- Northwestern Mutual [WU]Whole/Universal Insurance | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2019 | |
- Wells Fargo IRA ⇒ MINIX - MFS International Diversification Fund Class I [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
- Wells Fargo IRA ⇒ PQNAX - Allianz Funds Mid Cap Value Fund A [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
- Wells Fargo IRA ⇒ SMCWX - American Funds SmallCap World Fund A [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
- Wells Fargo IRA ⇒ FGZMX - Fidelity Advisor New Market Income Funds Class I [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- Wells Fargo IRA ⇒ VEVIX - Victory Sycamore Established Value Fund Class I [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- Wells Fargo IRA ⇒ SHOYX - American Beacon SiM High Yield Opportunities Fund Y Class [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- Bank of America Savings x25 [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2019 | |
- Wells Fargo IRA ⇒ AGTHX - American Funds Growth Fund of America A [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- Wells Fargo IRA ⇒ APGYX - AB Large Cap Growth Fund Advisor Class A [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- Wells Fargo IRA ⇒ GSITX - Goldman Sachs Small Cap Value Insights Fund Class I [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- Wells Fargo IRA ⇒ ASFYX - AlphaSimplex Managed Futures Strategy Fund Class Y [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- Wells Fargo IRA ⇒ HBLIX - Hartford Balanced Income Fund Class I [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- Wells Fargo IRA ⇒ AVGRX - BNY Mellon Dynamic Total Return Fund Class I [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- Wells Fargo IRA ⇒ JMIEX - JPMorgan Emerging Markets Equity Fund Class L [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- Wells Fargo IRA ⇒ LFMIX - Locorr Macro Strategies Fund Class I [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- Wells Fargo IRA ⇒ BRLVX - American Beacon Bridgeway Large Cap Value Fund R5 Class [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- Wells Fargo IRA ⇒ FDSWX - AIG Focused Dividend Strategy Fund Class W [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- Wells Fargo IRA ⇒ NEWFX - American Funds New World Fund Class A [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- Wells Fargo IRA ⇒ OAYIX - Oakmark International Fund Class A [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- Wells Fargo IRA ⇒ ODVYX - Invesco Oppenheimer Developing Markets Fund Class Y [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- Wells Fargo IRA ⇒ PCBIX - Principal Funds Mid Cap Fund Class I [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- Wells Fargo IRA ⇒ LPTIX - EnTrust Global Alternative Income Strategy [MF]Mutual Funds | None | Tax-Deferred | 2019 | ||
- Wells Fargo IRA ⇒ HASCX - Harbor Small Cap Value Fund Institutional Class [MF]Mutual Funds | None | Tax-Deferred | 2019 | ||
- Wells Fargo IRA ⇒ HIEMX - Virtus Vontobel Emerging Markets Opportunities Fund Class I [MF]Mutual Funds | None | Tax-Deferred | 2019 | ||
- Wells Fargo IRA ⇒ AQMIX - AQR Managed Futures Strategy Fund Class I [MF]Mutual Funds | None | Tax-Deferred | 2019 | ||
- Wells Fargo IRA ⇒ CBLAX - Columbia Balanced Fund Class A [MF]Mutual Funds | None | Tax-Deferred | 2019 | ||
- Wells Fargo IRA ⇒ PGDIX - Principal Funds Mid Cap Fund Class I [MF]Mutual Funds | None | Tax-Deferred | 2019 |
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