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Valley National Ban shares owned by Altium Wealth Management

Quarter-by-quarter ownership of Valley National Ban (VLY) shares owned by Altium Wealth Management from 13F filings

Historical chart of Altium Wealth Management investment in Valley National Ban

Tip: Access up to 7 years of quarterly data

All positions including Valley National Ban held by Altium Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Valley National Ban by Altium Wealth Management

Quarter filed Position value Share count Share price at filing
2022-06-30 $393k 38k 10.40
2022-03-31 $464k 36k 13.03
2021-12-31 $172k 13k 13.78
2021-09-30 $142k 11k 13.27
2020-06-30 $80k 10k 7.79
2020-03-31 $76k 10k 7.30

More positions owned by Altium Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Core Msci Emkt (IEMG)
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA)
Apple (AAPL)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Microsoft Corporation (MSFT)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)

View all positions for Altium Wealth Management

Top funds holding Valley National Ban

BlackRock
Vanguard Group
Dimensional Fund Advisors
Hanna Zanoni
Geode Capital Management
American Century Companies
Charles Schwab Investment Management
Goldman Sachs Group
Bank of New York Mellon
Northern Trust
Bank of America Corporation
Morgan Stanley
AQR Capital Management
Balyasny Asset Management
Royce & Associates

View all funds holding Valley National Ban