Venturi Wealth Management, LLC Fidelity Covington Tr Msci Ind Call Options Transaction History
Venturi Wealth Management, LLC
- $1.77 Billion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding FIDU
# of Institutions
171Shares Held
6.72MCall Options Held
0Put Options Held
0-
Lido Advisors, LLC Los Angeles, CA1.49MShares$111 Million0.53% of portfolio
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Ae Wealth Management LLC745KShares$55.5 Million0.55% of portfolio
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Northwestern Mutual Wealth Management CO684KShares$51 Million0.04% of portfolio
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Agf Management LTD Toronto Ontario Canada, A6368KShares$27.4 Million0.14% of portfolio
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Commonwealth Equity Services, LLC258KShares$19.3 Million0.03% of portfolio