Venturi Wealth Management, LLC Northern Lts Fd Tr Iv Inspire Transaction History
Venturi Wealth Management, LLC
- $1.77 Billion
- Q1 2025
Shares
2 transactions
Others Institutions Holding BLES
# of Institutions
70Shares Held
2.37MCall Options Held
0Put Options Held
0-
Creative Financial Designs Inc350KShares$14.3 Million1.09% of portfolio
-
Inspire Advisors, LLC Meridian, ID166KShares$6.78 Million0.82% of portfolio
-
Legacy Wealth Asset Management, LLC162KShares$6.65 Million1.91% of portfolio
-
Cwm, LLC146KShares$5.99 Million0.02% of portfolio
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Lpl Financial LLC Fort Mill, SC142KShares$5.81 Million0.0% of portfolio