Venturi Wealth Management, LLC Ishares Tr Ibonds Dec 2029 Tre 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 2029 Tre stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 768 shares of IBTJ stock, worth $16,688. This represents 0.0% of its overall portfolio holdings.
Number of Shares
768Holding current value
$16,688% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding IBTJ
# of Institutions
152Shares Held
17.5MCall Options Held
0Put Options Held
0-
Atwood & Palmer Inc1.14MShares$24.7 Million1.76% of portfolio
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Wells Fargo & Company San Francisco, CA1.04MShares$22.6 Million0.01% of portfolio
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Raymond James Financial Inc St. Petersburg, FL833KShares$18.1 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC822KShares$17.9 Million0.0% of portfolio
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Hengehold Capital Management LLC747KShares$16.2 Million1.56% of portfolio