Venturi Wealth Management, LLC Wisdomtree Tr Emerging Mkts Hi Transaction History

Venturi Wealth Management, LLC

$1.57 Billion
Q2 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 12, 2022	BUY	$37.03 - $44.95 $9.62 Million - $11.7 Million	259,662 New	259,662 $9.62 Million

Others Institutions Holding DEM

# of Institutions

317

Shares Held

43.5M

Call Options Held

2.1K

Put Options Held

0

Morgan Stanley New York, NY

6.79M
Shares

$304 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

5.53M
Shares

$247 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

2.93M
Shares

$131 Million
0.03% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.42M
Shares

$108 Million
0.03% of portfolio
Creative Planning Overland Park, KS

2.28M
Shares

$102 Million
0.11% of portfolio

About WISDOMTREE TR EMERGING MKTS HI

Ticker DEM
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Venturi Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Venturi Wealth Management, LLC with notifications on news.