Venturi Wealth Management, LLC First Trust Nasdaq Technology Transaction History
Venturi Wealth Management, LLC
- $1.88 Billion
- Q4 2024
A detailed history of Venturi Wealth Management, LLC transactions in First Trust Nasdaq Technology stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 440 shares of TDIV stock, worth $35,464. This represents 0.0% of its overall portfolio holdings.
Number of Shares
440
Previous 711
38.12%
Holding current value
$35,464
Previous $57,000
40.35%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding TDIV
# of Institutions
342Shares Held
20.8MCall Options Held
4.2KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC2.26MShares$182 Million0.08% of portfolio
-
Morgan Stanley New York, NY2.08MShares$167 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA1.75MShares$141 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC1.19MShares$95.7 Million0.01% of portfolio
-
Ubs Group Ag1.02MShares$82.6 Million0.02% of portfolio