Venturi Wealth Management, LLC Ishares Tr Core Moderate Alloc Transaction History
Venturi Wealth Management, LLC
- $1.45 Billion
- Q1 2024
A detailed history of Venturi Wealth Management, LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 4,276 shares of AOM stock, worth $182,585. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,276
Previous 4,290
0.33%
Holding current value
$182,585
Previous $178,000
2.25%
% of portfolio
0.01%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding AOM
# of Institutions
241Shares Held
10.5MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY2.66MShares$114 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC929KShares$39.7 Million0.02% of portfolio
-
Morgan Stanley New York, NY331KShares$14.2 Million0.0% of portfolio
-
Royal Bank Of Canada Toronto, A6311KShares$13.3 Million0.0% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ262KShares$11.2 Million0.03% of portfolio