Venturi Wealth Management, LLC Fidelity Covington Tr Msci Inf Transaction History
Venturi Wealth Management, LLC
- $1.88 Billion
- Q4 2024
A detailed history of Venturi Wealth Management, LLC transactions in Fidelity Covington Tr Msci Inf stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 3,060 shares of FTEC stock, worth $535,071. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,060
Previous 764
300.52%
Holding current value
$535,071
Previous $133,000
324.81%
% of portfolio
0.03%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding FTEC
# of Institutions
549Shares Held
20.6MCall Options Held
23.4KPut Options Held
8.9K-
Bank Of America Corp Charlotte, NC2.57MShares$449 Million0.04% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA2.19MShares$383 Million0.08% of portfolio
-
Lido Advisors, LLC Los Angeles, CA1.95MShares$341 Million1.66% of portfolio
-
Richard Bernstein Advisors LLC1.56MShares$273 Million6.59% of portfolio
-
Churchill Management Corp1.29MShares$226 Million2.63% of portfolio