Venturi Wealth Management, LLC Davis Fundamental ETF Tr Transaction History
Venturi Wealth Management, LLC
- $1.77 Billion
- Q3 2024
A detailed history of Venturi Wealth Management, LLC transactions in Davis Fundamental ETF Tr stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 55 shares of DINT stock, worth $1,213. This represents 0.0% of its overall portfolio holdings.
Number of Shares
55Holding current value
$1,213% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding DINT
# of Institutions
35Shares Held
6.8MCall Options Held
0Put Options Held
0-
Chris Davis Davis Selected Advisers | Tucson, Az3.87MShares$85.3 Million0.53% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL739KShares$16.3 Million0.02% of portfolio
-
Morgan Stanley New York, NY498KShares$11 Million0.0% of portfolio
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Raymond James & Associates St Petersburg, FL438KShares$9.66 Million0.01% of portfolio
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Commonwealth Equity Services, LLC179KShares$3.96 Million0.01% of portfolio