Ae Wealth Management LLC Valley National Bancorp Transaction History

Ae Wealth Management LLC

$10.4 Billion
Q1 2025

A detailed history of Ae Wealth Management LLC transactions in Valley National Bancorp stock. As of the latest transaction made, Ae Wealth Management LLC holds 13,125 shares of VLY stock, worth $123,243. This represents 0.0% of its overall portfolio holdings.

Number of Shares

13,125

Previous 13,107 0.14%

Holding current value

$123,243

Previous $118,000 1.69%

% of portfolio

0.0%

Previous 0.0%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	BUY	$8.56 - $10.42 $154 - $187	18 Added 0.14%	13,125 $116,000
Q4 2024 Feb 13, 2025	BUY	$8.7 - $10.78 $2,888 - $3,578	332 Added 2.6%	13,107 $118,000
Q3 2024 Nov 14, 2024	BUY	$6.58 - $9.34 $7,626 - $10,825	1,159 Added 9.98%	12,775 $115,000
Q2 2024 Aug 12, 2024	BUY	$6.52 - $8.02 $75,736 - $93,160	11,616 New	11,616 $81,000
Q4 2023 Feb 14, 2024	BUY	$7.71 - $11.1 $13,893 - $20,002	1,802 Added 14.9%	13,894 $150,000
Q3 2023 Oct 11, 2023	BUY	$7.63 - $10.3 $1,968 - $2,657	258 Added 2.18%	12,092 $103,000
Q2 2023 Jul 10, 2023	SELL	$6.59 - $9.38 $612 - $872	-93 Reduced 0.78%	11,834 $91,000
Q1 2023 Apr 14, 2023	BUY	$9.06 - $12.59 $2,382 - $3,311	263 Added 2.25%	11,927 $110,000
Q4 2022 Jan 31, 2023	BUY	$10.96 - $12.92 $5,151 - $6,072	470 Added 4.2%	11,664 $131,000
Q3 2022 Oct 25, 2022	SELL	$10.14 - $27.82 $10,809 - $29,656	-1,066 Reduced 8.69%	11,194 $121,000
Q2 2022 Aug 03, 2022	BUY	$10.34 - $13.04 $599 - $756	58 Added 0.48%	12,260 $128,000
Q1 2022 Apr 18, 2022	BUY	$12.91 - $15.02 $7,720 - $8,981	598 Added 5.15%	12,202 $159,000
Q4 2021 Jan 20, 2022	BUY	$13.04 - $14.82 $151,316 - $171,971	11,604 New	11,604 $160,000

Others Institutions Holding VLY

# of Institutions

420

Shares Held

390M

Call Options Held

413K

Put Options Held

491K

View Full List

About VALLEY NATIONAL BANCORP

Ticker VLY
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 506,351,008
Market Cap $4.75B
Description
Valley National Bancorp operates as the holding company for Valley National Bank that provides various commercial, retail, insurance, and wealth management financial services products. It operates through Commercial Lending, Consumer Lending, and Investment Management segments. The company offers non-interest bearing, savings, NOW, money market,...

More about VLY

Track This Portfolio

Portfolio Update

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

News

Stay updated on Ae Wealth Management LLC with notifications on news.

Account

Ae Wealth Management LLC Valley National Bancorp Transaction History