Venturi Wealth Management, LLC Northern Lts Fd Tr Iv Inspire Transaction History
Venturi Wealth Management, LLC
- $1.88 Billion
- Q4 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 $27,466. This represents 0.0% of its overall portfolio holdings.
Number of Shares
703
Previous 703
-0.0%
Holding current value
$27,466
Previous $27,000
3.7%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding BLES
# of Institutions
63Shares Held
2.17MCall Options Held
0Put Options Held
0-
Creative Financial Designs Inc343KShares$13.4 Million1.06% of portfolio
-
Legacy Wealth Asset Management, LLC157KShares$6.14 Million1.79% of portfolio
-
Inspire Advisors, LLC Meridian, ID142KShares$5.56 Million0.73% of portfolio
-
Cwm, LLC142KShares$5.55 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC137KShares$5.36 Million0.0% of portfolio