Venturi Wealth Management, LLC Ishares Tr Transaction History
Venturi Wealth Management, LLC
- $1.88 Billion
- Q4 2024
A detailed history of Venturi Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 567,284 shares of EMB stock, worth $51.8 Million. This represents 2.69% of its overall portfolio holdings.
Number of Shares
567,284
Previous 359,241
57.91%
Holding current value
$51.8 Million
Previous $33.6 Million
50.25%
% of portfolio
2.69%
Previous 1.9%
Shares
28 transactions
Others Institutions Holding EMB
# of Institutions
966Shares Held
135MCall Options Held
4.61MPut Options Held
10.6M-
Wells Fargo & Company San Francisco, CA17MShares$1.55 Billion0.35% of portfolio
-
Betterment LLC New York, NY9.03MShares$825 Million1.93% of portfolio
-
Jones Financial Companies Lllp7.78MShares$710 Million0.66% of portfolio
-
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, FL5.5MShares$502 Million15.69% of portfolio
-
Royal Bank Of Canada Toronto, A64.76MShares$435 Million0.09% of portfolio