Dougherty Wealth Advisers LLC Wex Inc. Transaction History
Dougherty Wealth Advisers LLC
- $135 Million
- Q1 2025
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 $27,800. This represents 0.02% of its overall portfolio holdings.
Number of Shares
214
Previous 214
-0.0%
Holding current value
$27,800
Previous $37,000
10.81%
% of portfolio
0.02%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding WEX
# of Institutions
465Shares Held
39.2MCall Options Held
519KPut Options Held
27.4K-
Janus Henderson Group PLC London, X04.05MShares$526 Million0.38% of portfolio
-
Vanguard Group Inc Valley Forge, PA3.78MShares$491 Million0.01% of portfolio
-
Black Rock Inc. New York, NY3.72MShares$483 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.2MShares$285 Million0.03% of portfolio
-
Impactive Capital LP New York City, NY2.12MShares$275 Million15.95% of portfolio
About WEX Inc.
- Ticker WEX
- Exchange NYSE
- Sector Technology
- Industry Software—Infrastructure
- Shares Outstandng 43,593,100
- Market Cap $5.66B
- 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, ...