Venturi Wealth Management, LLC Columbia ETF Tr Ii Columbia In Put Options Transaction History
Venturi Wealth Management, LLC
- $1.77 Billion
- Q3 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding INCO
# of Institutions
76Shares Held
2.2MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY545KShares$35.3 Million0.0% of portfolio
-
Osborne Partners Capital Management, LLC229KShares$14.8 Million1.01% of portfolio
-
Beacon Harbor Wealth Advisors, Inc.162KShares$10.5 Million2.96% of portfolio
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Lpl Financial LLC Fort Mill, SC143KShares$9.29 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC138KShares$8.96 Million0.0% of portfolio