Wealth Plan Investment Management, LLC Cullen/Frost Bankers, Inc. Transaction History
Wealth Plan Investment Management, LLC
- $614 Million
- Q2 2024
A detailed history of Wealth Plan Investment Management, LLC transactions in Cullen/Frost Bankers, Inc. stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 57,036 shares of CFR stock, worth $6.46 Million. This represents 0.94% of its overall portfolio holdings.
Number of Shares
57,036
Previous 58,519
2.53%
Holding current value
$6.46 Million
Previous $6.59 Million
12.01%
% of portfolio
0.94%
Previous 1.12%
Shares
11 transactions
Others Institutions Holding CFR
# of Institutions
427Shares Held
50.9MCall Options Held
278KPut Options Held
362K-
Vanguard Group Inc Valley Forge, PA6.35MShares$719 Million0.01% of portfolio
-
Aristotle Capital Management, LLC Los Angeles, CA5.98MShares$677 Million1.24% of portfolio
-
Black Rock Inc. New York, NY5.8MShares$657 Million0.01% of portfolio
-
State Street Corp Boston, MA3.49MShares$395 Million0.02% of portfolio
-
Champlain Investment Partners, LLC Burlington, VT3.17MShares$359 Million2.04% of portfolio
About CULLEN/FROST BANKERS, INC.
- Ticker CFR
- Exchange NYSE
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 64,128,000
- Market Cap $7.27B
- Description
- Cullen/Frost Bankers, Inc. operates as the bank holding company for Frost Bank that offers commercial and consumer banking services in Texas. It operates in two segments, Banking and Frost Wealth Advisors. The company offers commercial banking services to corporations and other business clients, including financing for industrial and commercial ...