Venturi Wealth Management, LLC First Tr Exchange Traded Fd Ii Transaction History
Venturi Wealth Management, LLC
- $1.88 Billion
- Q4 2024
A detailed history of Venturi Wealth Management, LLC transactions in First Tr Exchange Traded Fd Ii stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 29 shares of FMB stock, worth $1,485. This represents 0.0% of its overall portfolio holdings.
Number of Shares
29
Previous 275
89.45%
Holding current value
$1,485
Previous $14,000
92.86%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding FMB
# of Institutions
326Shares Held
31.6MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.14MShares$161 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.41MShares$123 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.1MShares$108 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC1.73MShares$88.6 Million0.01% of portfolio
-
Ubs Group Ag1.72MShares$88.2 Million0.02% of portfolio