Venturi Wealth Management, LLC Fidelity Covington Tr Cloud CO Transaction History
Venturi Wealth Management, LLC
- $1.45 Billion
- Q1 2024
Shares
2 transactions
Others Institutions Holding FCLD
# of Institutions
16Shares Held
484KCall Options Held
0Put Options Held
0-
Advisory Services Network, LLC155KShares$3.79 Million0.09% of portfolio
-
Sfi Advisors, LLC Montclair, NJ151KShares$3.69 Million2.99% of portfolio
-
Commonwealth Equity Services, LLC53.4KShares$1.31 Million0.0% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ49.9KShares$1.22 Million0.0% of portfolio
-
Kestra Advisory Services, LLC16.2KShares$396,5850.0% of portfolio