A detailed history of Wealth Plan Investment Management, LLC transactions in Valley National Bancorp stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 15,846 shares of VLY stock, worth $104,266. This represents 0.02% of its overall portfolio holdings.

Number of Shares
15,846
Previous 22,964 31.0%
Holding current value
$104,266
Previous $249,000 49.4%
% of portfolio
0.02%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 16, 2024

SELL
$7.43 - $10.8 $52,886 - $76,874
-7,118 Reduced 31.0%
15,846 $126,000
Q3 2023

Nov 15, 2023

BUY
$7.63 - $10.3 $175,215 - $236,529
22,964 New
22,964 $196,000
Q2 2023

Aug 14, 2023

BUY
$6.59 - $9.38 $149,448 - $212,719
22,678 Added 7929.37%
22,964 $177,000
Q2 2023

Jul 25, 2023

SELL
$6.59 - $9.38 $149,448 - $212,719
-22,678 Reduced 98.75%
286 $2,000
Q1 2022

Sep 07, 2022

BUY
$12.91 - $15.02 $296,465 - $344,919
22,964 New
22,964 $275,000

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 $3.33B
  • 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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