Venturi Wealth Management, LLC Spdr S&P Emerging Markets Smal Transaction History
Venturi Wealth Management, LLC
- $1.45 Billion
- Q1 2024
A detailed history of Venturi Wealth Management, LLC transactions in Spdr S&P Emerging Markets Smal stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 111,988 shares of EWX stock, worth $6.53 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
111,988
Previous 103,850
7.84%
Holding current value
$6.53 Million
Previous $5.86 Million
6.57%
% of portfolio
0.43%
Previous 0.44%
Shares
3 transactions
Others Institutions Holding EWX
# of Institutions
164Shares Held
11.3MCall Options Held
300Put Options Held
0-
Creative Planning Overland Park, KS3.38MShares$197 Million0.21% of portfolio
-
New York Life Investment Management LLC New York, NY1.56MShares$90.7 Million0.91% of portfolio
-
Bank Of America Corp Charlotte, NC949KShares$55.3 Million0.01% of portfolio
-
Waddell & Associates, LLC567KShares$33.1 Million4.32% of portfolio
-
Affinity Wealth Management LLC Wilmington, DE328KShares$19.1 Million3.73% of portfolio