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 253 shares of SPGP stock, worth $27,415. This represents 0.0% of its overall portfolio holdings.
Number of Shares
253
Previous 706
64.16%
Holding current value
$27,415
Previous $73,000
64.38%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding SPGP
# of Institutions
338Shares Held
27.3MCall Options Held
3.4KPut Options Held
2K-
Morgan Stanley New York, NY3.99MShares$433 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.37MShares$366 Million0.16% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.4MShares$152 Million0.2% of portfolio
-
Bank Of America Corp Charlotte, NC1.34MShares$146 Million0.01% of portfolio
-
Retirement Planning Group1.27MShares$138 Million8.41% of portfolio