Venturi Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Venturi Wealth Management, LLC
- $1.88 Billion
- Q4 2024
A detailed history of Venturi Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 484 shares of PEJ stock, worth $27,137. This represents 0.0% of its overall portfolio holdings.
Number of Shares
484
Previous 484
-0.0%
Holding current value
$27,137
Previous $23,000
8.7%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding PEJ
# of Institutions
108Shares Held
2.17MCall Options Held
4.8KPut Options Held
7K-
Goldman Sachs Group Inc New York, NY316KShares$17.7 Million0.0% of portfolio
-
Kingsview Wealth Management, LLC Grants Pass, OR220KShares$12.3 Million0.24% of portfolio
-
Prudential PLC London, England, X0218KShares$12.2 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC190KShares$10.7 Million0.0% of portfolio
-
Jpmorgan Chase & CO New York, NY135KShares$7.57 Million0.0% of portfolio