Venturi Wealth Management, LLC Ishares Global Industrials ETF Transaction History
Venturi Wealth Management, LLC
- $1.77 Billion
- Q3 2024
A detailed history of Venturi Wealth Management, LLC transactions in Ishares Global Industrials ETF stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 307 shares of EXI stock, worth $46,096. This represents 0.0% of its overall portfolio holdings.
Number of Shares
307
Previous 175
75.43%
Holding current value
$46,096
Previous $23,000
95.65%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding EXI
# of Institutions
93Shares Held
4.59MCall Options Held
0Put Options Held
0-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa1.62MShares$243 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC1.19MShares$179 Million0.01% of portfolio
-
Richard Bernstein Advisors LLC660KShares$99.1 Million2.12% of portfolio
-
Black Rock Inc. New York, NY444KShares$66.7 Million0.0% of portfolio
-
Envestnet Asset Management Inc89.6KShares$13.5 Million0.0% of portfolio