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 $44,465. This represents 0.0% of its overall portfolio holdings.
Number of Shares
307
Previous 175
75.43%
Holding current value
$44,465
Previous $23,000
95.65%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding EXI
# of Institutions
89Shares Held
3.3MCall Options Held
0Put Options Held
0-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa1.47MShares$213 Million0.09% of portfolio
-
Bank Of America Corp Charlotte, NC488KShares$70.7 Million0.01% of portfolio
-
Black Rock Inc. New York, NY444KShares$64.3 Million0.0% of portfolio
-
Richard Bernstein Advisors LLC206KShares$29.9 Million0.65% of portfolio
-
Wharton Business Group, LLC Malvern, PA84.7KShares$12.3 Million0.59% of portfolio