Venturi Wealth Management, LLC Wisdomtree Tr Us Small Cap Qua Call Options Transaction History
Venturi Wealth Management, LLC
- $1.77 Billion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding DGRS
# of Institutions
117Shares Held
4.94MCall Options Held
100Put Options Held
3K-
Private Wealth Strategies, L.L.C.550KShares$28.4 Million5.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC502KShares$25.9 Million0.01% of portfolio
-
Hennion & Walsh Asset Management, Inc.487KShares$25.2 Million1.22% of portfolio
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Morgan Stanley New York, NY412KShares$21.3 Million0.0% of portfolio
-
Ubs Group Ag320KShares$16.5 Million0.0% of portfolio