Dougherty Wealth Advisers LLC Wex Inc. Transaction History
Dougherty Wealth Advisers LLC
- $125 Million
- Q3 2024
A detailed history of Dougherty Wealth Advisers LLC transactions in Wex Inc. stock. As of the latest transaction made, Dougherty Wealth Advisers LLC holds 214 shares of WEX stock, worth $40,373. This represents 0.04% of its overall portfolio holdings.
Number of Shares
214
Previous 214
-0.0%
Holding current value
$40,373
Previous $37,000
18.92%
% of portfolio
0.04%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding WEX
# of Institutions
463Shares Held
41.8MCall Options Held
519KPut Options Held
15.6K-
Janus Henderson Group PLC London, X04.16MShares$786 Million0.47% of portfolio
-
Vanguard Group Inc Valley Forge, PA3.85MShares$726 Million0.01% of portfolio
-
Black Rock Inc. New York, NY3.72MShares$702 Million0.02% of portfolio
-
Wellington Management Group LLP Boston, MA2.61MShares$492 Million0.1% of portfolio
-
Morgan Stanley New York, NY2.27MShares$428 Million0.04% of portfolio
About WEX Inc.
- Ticker WEX
- Exchange NYSE
- Sector Technology
- Industry Software—Infrastructure
- Shares Outstandng 43,593,100
- Market Cap $8.22B
- Description
- WEX Inc. provides financial technology services in the United States and internationally. It operates through three segments: Fleet Solutions, Travel and Corporate Solutions, and Health and Employee Benefit Solutions. The Fleet Solutions segment offers fleet vehicle payment processing services. Its services include customer, account activation, ...