Venturi Wealth Management, LLC J P Morgan ETF Tr Betabuilders Transaction History
Venturi Wealth Management, LLC
- $1.77 Billion
- Q3 2024
A detailed history of Venturi Wealth Management, LLC transactions in J P Morgan ETF Tr Betabuilders stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 431 shares of BBCA stock, worth $30,493. This represents 0.0% of its overall portfolio holdings.
Number of Shares
431
Previous 370
16.49%
Holding current value
$30,493
Previous $24,000
29.17%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding BBCA
# of Institutions
203Shares Held
82.7MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY71.9MShares$5.09 Billion0.43% of portfolio
-
Bank Of America Corp Charlotte, NC1.74MShares$123 Million0.01% of portfolio
-
Richard Bernstein Advisors LLC1.08MShares$76.3 Million1.68% of portfolio
-
Envestnet Asset Management Inc895KShares$63.3 Million0.02% of portfolio
-
Assetmark, Inc752KShares$53.2 Million0.16% of portfolio