Valley National Ban shares owned by Wealth Enhancement Advisory Services
Quarter-by-quarter ownership of Valley National Ban (VLY) shares owned by Wealth Enhancement Advisory Services
from 13F filings
Historical chart of Wealth Enhancement Advisory Services investment in Valley National Ban
Tip: Access up to 7 years of quarterly data
All positions including Valley National Ban held by Wealth Enhancement Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Valley National Ban by Wealth Enhancement Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 136k | 10.83 |
| 2025-06-30 | $1.1M | 118k | 9.66 |
| 2025-03-31 | $1.3M | 148k | 8.89 |
| 2024-12-31 | $405k | 45k | 9.06 |
| 2024-06-30 | $252k | 36k | 6.98 |
| 2024-03-31 | $281k | 35k | 7.96 |
| 2023-12-31 | $441k | 41k | 10.86 |
| 2023-09-30 | $286k | 33k | 8.56 |
More positions owned by Wealth Enhancement Advisory Services
View all positions for Wealth Enhancement Advisory Services