Venturi Wealth Management, LLC Northern Lts Fd Tr Iv Inspire Transaction History
Venturi Wealth Management, LLC
- $1.45 Billion
- Q1 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 703 shares of BLES stock, worth $25,926. This represents 0.0% of its overall portfolio holdings.
Number of Shares
703
Previous 650
8.15%
Holding current value
$25,926
Previous $23,000
13.04%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding BLES
# of Institutions
61Shares Held
3.85MCall Options Held
0Put Options Held
0-
Inspire Advisors, LLC Meridian, ID1.31MShares$48.4 Million7.19% of portfolio
-
Inspire Investing, LLC Meridian, ID330KShares$12.2 Million1.29% of portfolio
-
Pax Financial Group, LLC San Antonio, TX299KShares$11 Million2.34% of portfolio
-
Creative Financial Designs Inc281KShares$10.4 Million1.01% of portfolio
-
Legacy Wealth Asset Management, LLC149KShares$5.5 Million1.73% of portfolio