Venturi Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Venturi Wealth Management, LLC

$1.45 Billion
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 02, 2021	SELL	$43.12 - $45.39 $3,018 - $3,177	-70 Closed	0 $0
Q1 2021 Apr 22, 2021	BUY	$37.78 - $43.5 $2,644 - $3,045	70 New	70 $3,000

Others Institutions Holding DJD

# of Institutions

61

Shares Held

2.57M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

637K
Shares

$30.2 Million
0.02% of portfolio
Cibc World Market Inc. Toronto, A6

608K
Shares

$28.8 Million
0.07% of portfolio
Barry Investment Advisors, LLC

283K
Shares

$13.4 Million
4.57% of portfolio
Morris Retirement Advisors, LLC Parsippany, NJ

237K
Shares

$11.2 Million
6.81% of portfolio
Bank Of America Corp Charlotte, NC

130K
Shares

$6.18 Million
0.0% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

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