Venturi Wealth Management, LLC Amplify ETF Tr Trnsformational Transaction History
Venturi Wealth Management, LLC
- $1.96 Billion
- Q3 2025
A detailed history of Venturi Wealth Management, LLC transactions in Amplify ETF Tr Trnsformational stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 3,600 shares of BLOK stock, worth $215,244. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,600
Previous 3,600
-0.0%
Holding current value
$215,244
Previous $205,000
17.56%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding BLOK
# of Institutions
286Shares Held
8.2MCall Options Held
85.8KPut Options Held
31.5K-
Morgan Stanley New York, NY1.37MShares$81.8 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC975KShares$58.3 Million0.02% of portfolio
-
Concurrent Investment Advisors, LLC Tampa, FL585KShares$35 Million0.67% of portfolio
-
Gradient Investments LLC490KShares$29.3 Million0.59% of portfolio
-
Wells Fargo & Company San Francisco, CA477KShares$28.5 Million0.01% of portfolio