Venturi Wealth Management, LLC Vanguard Industrial ETF Transaction History
Venturi Wealth Management, LLC
- $1.77 Billion
- Q3 2024
A detailed history of Venturi Wealth Management, LLC transactions in Vanguard Industrial ETF stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 83 shares of VIS stock, worth $21,491. This represents 0.0% of its overall portfolio holdings.
Number of Shares
83
Previous 83
-0.0%
Holding current value
$21,491
Previous $19,000
10.53%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding VIS
# of Institutions
493Shares Held
12.6MCall Options Held
2.4KPut Options Held
0-
Bank Of America Corp Charlotte, NC4.21MShares$1.09 Billion0.09% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ878KShares$227 Million4.67% of portfolio
-
Beacon Capital Management, Inc.651KShares$169 Million7.29% of portfolio
-
Morgan Stanley New York, NY644KShares$167 Million0.01% of portfolio
-
Ubs Group Ag611KShares$158 Million0.04% of portfolio