WealthPlan Investment Management, LLC's ownership history for VLY

WealthPlan Investment Management, LLC currently holds 15.8K shares with a market value of $194.6K. It started holding VLY on 2024-09-30. At its peak, it held 15.8K shares on 2024-09-30. Its highest holding value was $194.6K on 2026-03-31. At its lowest, it held 15.8K shares on 2024-09-30, with a value of $140.9K on 2025-03-31. In the recent 180 days, WealthPlan Investment Management, LLC has increased its shares by 0. In the recent year, WealthPlan Investment Management, LLC has increased its shares by 0.