Venturi Wealth Management, LLC Vanguard Bd Index Fd Inc Inter Transaction History
Venturi Wealth Management, LLC
- $1.77 Billion
- Q3 2024
A detailed history of Venturi Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 78 shares of BIV stock, worth $5,814. This represents 0.0% of its overall portfolio holdings.
Number of Shares
78
Previous 78
-0.0%
Holding current value
$5,814
Previous $5,000
20.0%
% of portfolio
0.0%
Previous 0.0%
Shares
7 transactions
Others Institutions Holding BIV
# of Institutions
899Shares Held
157MCall Options Held
4KPut Options Held
53.2K-
Envestnet Asset Management Inc16.9MShares$1.26 Billion0.44% of portfolio
-
Northwestern Mutual Wealth Management CO7.75MShares$578 Million0.54% of portfolio
-
Wells Fargo & Company San Francisco, CA7.73MShares$576 Million0.14% of portfolio
-
Goldman Sachs Group Inc New York, NY7.38MShares$550 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC6.21MShares$463 Million0.04% of portfolio