Venturi Wealth Management, LLC Fidelity Covington Tr Msci Con Transaction History
Venturi Wealth Management, LLC
- $1.45 Billion
- Q1 2024
A detailed history of Venturi Wealth Management, LLC transactions in Fidelity Covington Tr Msci Con stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 53 shares of FDIS stock, worth $4,377. This represents 0.0% of its overall portfolio holdings.
Number of Shares
53
Previous 40
32.5%
Holding current value
$4,377
Previous $3,000
33.33%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding FDIS
# of Institutions
196Shares Held
6.44MCall Options Held
2.5KPut Options Held
200-
Charles Schwab Investment Management Inc San Francisco, CA1.26MShares$104 Million0.02% of portfolio
-
Lido Advisors, LLC Los Angeles, CA1.23MShares$102 Million0.6% of portfolio
-
Ae Wealth Management LLC206KShares$17 Million0.21% of portfolio
-
Monumental Financial Group Inc.184KShares$15.2 Million8.39% of portfolio
-
Commonwealth Equity Services, LLC179KShares$14.8 Million0.02% of portfolio