Venturi Wealth Management, LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History
Venturi Wealth Management, LLC
- $1.88 Billion
- Q4 2024
A detailed history of Venturi Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 800 shares of IBDW stock, worth $16,352. This represents 0.0% of its overall portfolio holdings.
Number of Shares
800Holding current value
$16,352% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding IBDW
# of Institutions
171Shares Held
45.2MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA3.63MShares$74.2 Million0.02% of portfolio
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Aptus Capital Advisors, LLC3.55MShares$72.5 Million1.2% of portfolio
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Capital Investment Advisors, LLC2.55MShares$52.2 Million1.08% of portfolio
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Bank Of America Corp Charlotte, NC2.17MShares$44.3 Million0.0% of portfolio
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Morgan Stanley New York, NY2.16MShares$44.1 Million0.0% of portfolio