Venturi Wealth Management, LLC Northern Lts Fd Tr Iv Inspire Transaction History
Venturi Wealth Management, LLC
- $1.88 Billion
- Q4 2024
A detailed history of Venturi Wealth Management, LLC transactions in Northern Lts Fd Tr Iv Inspire stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 497 shares of WWJD stock, worth $14,820. This represents 0.0% of its overall portfolio holdings.
Number of Shares
497
Previous 472
5.3%
Holding current value
$14,820
Previous $15,000
6.67%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding WWJD
# of Institutions
71Shares Held
7.45MCall Options Held
0Put Options Held
0-
Inspire Advisors, LLC Meridian, ID2.93MShares$87.4 Million12.85% of portfolio
-
Pax Financial Group, LLC San Antonio, TX646KShares$19.3 Million3.93% of portfolio
-
Ambassador Advisors, LLC Lancaster, PA619KShares$18.5 Million3.53% of portfolio
-
Inspire Investing, LLC Meridian, ID496KShares$14.8 Million1.67% of portfolio
-
Creative One Wealth, LLC Overland Park, KS433KShares$12.9 Million0.51% of portfolio