Wealth Plan Investment Management, LLC Cullen/Frost Bankers, Inc. Transaction History
Wealth Plan Investment Management, LLC
- $923 Million
- Q3 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 54,727 shares of CFR stock, worth $7.44 Million. This represents 0.66% of its overall portfolio holdings.
Number of Shares
54,727
Previous 57,036
4.05%
Holding current value
$7.44 Million
Previous $5.8 Million
5.62%
% of portfolio
0.66%
Previous 0.94%
Shares
12 transactions
Others Institutions Holding CFR
# of Institutions
471Shares Held
53MCall Options Held
206KPut Options Held
111K-
Vanguard Group Inc Valley Forge, PA6.31MShares$858 Million0.01% of portfolio
-
Aristotle Capital Management, LLC Los Angeles, CA5.88MShares$799 Million1.27% of portfolio
-
Black Rock Inc. New York, NY5.8MShares$788 Million0.01% of portfolio
-
State Street Corp Boston, MA3.47MShares$472 Million0.02% of portfolio
-
Champlain Investment Partners, LLC Burlington, VT3.41MShares$464 Million2.42% of portfolio
About CULLEN/FROST BANKERS, INC.
- Ticker CFR
- Exchange NYSE
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 64,128,000
- Market Cap $8.72B
- 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 ...