Venturi Wealth Management, LLC Wisdomtree Tr Us Small Cap Qua 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 |
|---|
Others Institutions Holding DGRS
# of Institutions
116Shares Held
4.91MCall Options Held
100Put Options Held
3K-
Private Wealth Strategies, L.L.C.550KShares$30.7 Million5.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC502KShares$28 Million0.01% of portfolio
-
Hennion & Walsh Asset Management, Inc.487KShares$27.2 Million1.22% of portfolio
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Morgan Stanley New York, NY412KShares$23 Million0.0% of portfolio
-
Ubs Group Ag320KShares$17.9 Million0.0% of portfolio