Venturi Wealth Management, LLC Northern Lts Fd Tr Iv Inspire Transaction History
Venturi Wealth Management, LLC
- $1.77 Billion
- Q3 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 472 shares of WWJD stock, worth $13,829. This represents 0.0% of its overall portfolio holdings.
Number of Shares
472
Previous 455
3.74%
Holding current value
$13,829
Previous $13,000
15.38%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding WWJD
# of Institutions
73Shares Held
7.41MCall Options Held
0Put Options Held
0-
Inspire Advisors, LLC Meridian, ID2.93MShares$85.9 Million12.85% of portfolio
-
Pax Financial Group, LLC San Antonio, TX646KShares$18.9 Million3.93% of portfolio
-
Ambassador Advisors, LLC Lancaster, PA619KShares$18.1 Million3.53% of portfolio
-
Inspire Investing, LLC Meridian, ID452KShares$13.3 Million1.52% of portfolio
-
Creative One Wealth, LLC Overland Park, KS433KShares$12.7 Million0.51% of portfolio