A detailed history of Phillips Wealth Planners LLC transactions in Cullen/Frost Bankers, Inc. stock. As of the latest transaction made, Phillips Wealth Planners LLC holds 1,679 shares of CFR stock, worth $239,056. This represents 0.2% of its overall portfolio holdings.

Number of Shares
1,679
Holding current value
$239,056
% of portfolio
0.2%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024

BUY
$97.66 - $119.74 $163,971 - $201,043
1,679 New
1,679 $207 Million

Others Institutions Holding CFR

About CULLEN/FROST BANKERS, INC.


  • Ticker CFR
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 64,128,000
  • Market Cap $9.13B
  • Description
  • Cullen/Frost Bankers, Inc. operates as the bank holding company for Frost Bank that offers commercial and consumer banking services in Texas. It operates in two segments, Banking and Frost Wealth Advisors. The company offers commercial banking services to corporations and other business clients, including financing for industrial and commercial ...
More about CFR
Track This Portfolio

Track Phillips Wealth Planners LLC Portfolio

Follow Phillips Wealth Planners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Phillips Wealth Planners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Phillips Wealth Planners LLC with notifications on news.