Venturi Wealth Management, LLC J P Morgan ETF Tr Betabuilders Transaction History
Venturi Wealth Management, LLC
- $1.45 Billion
- Q1 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 370 shares of BBCA stock, worth $24,368. This represents 0.0% of its overall portfolio holdings.
Number of Shares
370
Previous 370
-0.0%
Holding current value
$24,368
Previous $23,000
4.35%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding BBCA
# of Institutions
175Shares Held
88.2MCall Options Held
1.5KPut Options Held
200-
Jpmorgan Chase & CO New York, NY80.2MShares$5.28 Billion0.49% of portfolio
-
Bank Of America Corp Charlotte, NC933KShares$61.4 Million0.01% of portfolio
-
Envestnet Asset Management Inc887KShares$58.4 Million0.02% of portfolio
-
Assetmark, Inc762KShares$50.2 Million0.17% of portfolio
-
Richard Bernstein Advisors LLC580KShares$38.2 Million0.88% of portfolio