Dougherty Wealth Advisers LLC Wex Inc. Transaction History
Dougherty Wealth Advisers LLC
- $154 Million
- Q3 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 $34,436. This represents 0.02% of its overall portfolio holdings.
Number of Shares
214
Previous 214
-0.0%
Holding current value
$34,436
Previous $31,000
6.45%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding WEX
# of Institutions
432Shares Held
39MCall Options Held
24.4KPut Options Held
13.1K-
Janus Henderson Group PLC London, X03.87MShares$623 Million0.29% of portfolio
-
Black Rock Inc. New York, NY3.72MShares$598 Million0.02% of portfolio
-
Vanguard Group Inc Valley Forge, PA3.25MShares$523 Million0.01% of portfolio
-
Morgan Stanley New York, NY2.68MShares$432 Million0.03% of portfolio
-
Impactive Capital LP New York City, NY2.4MShares$385 Million15.85% of portfolio
About WEX Inc.
- Ticker WEX
- Exchange NYSE
- Sector Technology
- Industry Software—Infrastructure
- Shares Outstandng 43,593,100
- Market Cap $7.02B
- 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, ...