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 $25,057. This represents 0.0% of its overall portfolio holdings.
Number of Shares
253
Previous 706
64.16%
Holding current value
$25,057
Previous $73,000
64.38%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding SPGP
# of Institutions
360Shares Held
27.3MCall Options Held
3.1KPut Options Held
1K-
Morgan Stanley New York, NY3.67MShares$364 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.21MShares$318 Million0.14% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.67MShares$166 Million0.07% of portfolio
-
Retirement Planning Group1.42MShares$140 Million8.95% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.4MShares$138 Million0.2% of portfolio