A detailed history of Integrated Wealth Concepts LLC transactions in Valley National Bancorp stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 12,567 shares of VLY stock, worth $135,849. This represents 0.0% of its overall portfolio holdings.

Number of Shares
12,567
Previous 11,102 13.2%
Holding current value
$135,849
Previous $99,000 34.34%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025

BUY
$9.18 - $11.1 $13,448 - $16,261
1,465 Added 13.2%
12,567 $133,000
Q2 2025

Aug 14, 2025

BUY
$7.87 - $9.2 $87,372 - $102,138
11,102 New
11,102 $99,000

Others Institutions Holding VLY

About VALLEY NATIONAL BANCORP


  • Ticker VLY
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 506,351,008
  • Market Cap $5.47B
  • 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
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