Venturi Wealth Management, LLC Ishares Msci Kld 400 Social Et 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 DSI
# of Institutions
574Shares Held
26MCall Options Held
3KPut Options Held
800-
Morgan Stanley New York, NY4.87MShares$555 Million0.04% of portfolio
-
Envestnet Asset Management Inc2.18MShares$249 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC1.56MShares$178 Million0.01% of portfolio
-
Jpmorgan Chase & CO New York, NY1.53MShares$174 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN983KShares$112 Million0.03% of portfolio