Venturi Wealth Management, LLC Northern Lts Fd Tr Iv 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 stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 500 shares of BIBL stock, worth $20,320. This represents 0.0% of its overall portfolio holdings.
Number of Shares
500
Previous 500
-0.0%
Holding current value
$20,320
Previous $18,000
11.11%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding BIBL
# of Institutions
108Shares Held
4.79MCall Options Held
0Put Options Held
0-
Inspire Advisors, LLC Meridian, ID976KShares$39.7 Million5.39% of portfolio
-
Bare Financial Services, Inc Gap, PA423KShares$17.2 Million7.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC382KShares$15.5 Million0.01% of portfolio
-
Creative One Wealth, LLC Overland Park, KS250KShares$10.2 Million0.37% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO195KShares$7.91 Million0.08% of portfolio