Venturi Wealth Management, LLC Blackrock ETF Tr U S Equity Fa Transaction History
Venturi Wealth Management, LLC
- $1.77 Billion
- Q1 2025
A detailed history of Venturi Wealth Management, LLC transactions in Blackrock ETF Tr U S Equity Fa stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 46,731 shares of DYNF stock, worth $2.27 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
46,731
Previous 47,947
2.54%
Holding current value
$2.27 Million
Previous $2.46 Million
7.29%
% of portfolio
0.13%
Previous 0.13%
Shares
5 transactions
Others Institutions Holding DYNF
# of Institutions
556Shares Held
292MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc68.7MShares$3.34 Billion1.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC28.3MShares$1.37 Billion0.56% of portfolio
-
Jpmorgan Chase & CO New York, NY17.5MShares$848 Million0.07% of portfolio
-
Morgan Stanley New York, NY8.33MShares$405 Million0.03% of portfolio
-
Cwm, LLC8.02MShares$390 Million1.56% of portfolio