Venturi Wealth Management, LLC Capital Group Core Plus Income Transaction History
Venturi Wealth Management, LLC
- $1.45 Billion
- Q1 2024
A detailed history of Venturi Wealth Management, LLC transactions in Capital Group Core Plus Income stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 549,659 shares of CGMU stock, worth $0. This represents 0.0% of its overall portfolio holdings.
Number of Shares
549,659
Previous 543,348
1.16%
Holding current value
$0
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding CGMU
# of Institutions
102Shares Held
14.6MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC1.7MShares$00.08% of portfolio
-
Ubs Group Ag1.36MShares$00.0% of portfolio
-
Stifel Financial Corp St. Louis, MO923KShares$00.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC904KShares$00.0% of portfolio
-
Cetera Investment Advisers Schaumburg, IL719KShares$00.0% of portfolio