Venturi Wealth Management, LLC Invesco ETF Tr Ii Msci Global Transaction History
Venturi Wealth Management, LLC
- $1.45 Billion
- Q1 2024
A detailed history of Venturi Wealth Management, LLC transactions in Invesco ETF Tr Ii Msci Global stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 615 shares of CUT stock, worth $19,864. This represents 0.0% of its overall portfolio holdings.
Number of Shares
615
Previous 615
-0.0%
Holding current value
$19,864
Previous $19,000
5.26%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding CUT
# of Institutions
43Shares Held
839KCall Options Held
1.5KPut Options Held
3.6K-
Valmark Advisers, Inc.205KShares$6.63 Million0.12% of portfolio
-
Trek Financial, LLC Scottsdale, AZ191KShares$6.17 Million0.55% of portfolio
-
Bank Of America Corp Charlotte, NC171KShares$5.52 Million0.0% of portfolio
-
Morgan Stanley New York, NY79.4KShares$2.56 Million0.0% of portfolio
-
Albion Financial Group52KShares$1.68 Million0.14% of portfolio