Venturi Wealth Management, LLC Fidelity Covington Tr Transaction History
Venturi Wealth Management, LLC
- $1.57 Billion
- Q2 2024
A detailed history of Venturi Wealth Management, LLC transactions in Fidelity Covington Tr stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 161 shares of FGRO stock, worth $3,608. This represents 0.0% of its overall portfolio holdings.
Number of Shares
161
Previous 155
3.87%
Holding current value
$3,608
Previous $3,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding FGRO
# of Institutions
45Shares Held
3.4MCall Options Held
0Put Options Held
0-
Kestra Advisory Services, LLC1.13MShares$25.3 Million0.15% of portfolio
-
Commonwealth Equity Services, LLC800KShares$17.9 Million0.03% of portfolio
-
Financial Management Network Inc201KShares$4.49 Million1.27% of portfolio
-
Investment Advisory Services Inc The Woodlands, TX165KShares$3.71 Million1.44% of portfolio
-
Cetera Investment Advisers Schaumburg, IL151KShares$3.38 Million0.01% of portfolio