Valley National Ban shares owned by WealthPlan Investment Management
Quarter-by-quarter ownership of Valley National Ban (VLY) shares owned by WealthPlan Investment Management
from 13F filings
Historical chart of WealthPlan Investment Management investment in Valley National Ban
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Quarterly reported holdings in Valley National Ban by WealthPlan Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $249k | 23k | 10.86 |
| 2023-09-30 | $197k | 23k | 8.56 |
| 2023-06-30 | $178k | 23k | 7.75 |
| 2023-03-31 | $212k | 23k | 9.24 |
| 2022-12-31 | $283k | 23k | 12.34 |
| 2022-09-30 | $266k | 23k | 11.58 |
| 2022-03-31 | $275k | 23k | 11.98 |
More positions owned by WealthPlan Investment Management
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