Venturi Wealth Management, LLC Ishares Tr Ibonds Dec 2025 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 2025 Ter stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 99 shares of IBTF stock, worth $2,309. This represents 0.0% of its overall portfolio holdings.
Number of Shares
99Holding current value
$2,309% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding IBTF
# of Institutions
312Shares Held
86.3MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH8.46MShares$197 Million1.32% of portfolio
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Hm Payson & CO Portland, ME4.14MShares$96.5 Million1.67% of portfolio
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Bank Of America Corp Charlotte, NC3.71MShares$86.6 Million0.01% of portfolio
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Morgan Stanley New York, NY3.69MShares$86.1 Million0.01% of portfolio
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Capital Investment Advisors, LLC2.8MShares$65.3 Million1.36% of portfolio