Venturi Wealth Management, LLC Capital Group Core Plus Income Call Options Transaction History
Venturi Wealth Management, LLC
- $1.77 Billion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding CGMU
# of Institutions
149Shares Held
74.3MCall Options Held
0Put Options Held
0-
Capital International Investors Los Angeles, CA38MShares$00.0% of portfolio
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Envestnet Asset Management Inc6.11MShares$00.0% of portfolio
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Ubs Group Ag2.27MShares$00.0% of portfolio
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Cetera Investment Advisers Schaumburg, IL2.17MShares$00.0% of portfolio
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Lpl Financial LLC Fort Mill, SC1.85MShares$00.0% of portfolio