Venturi Wealth Management, LLC Bank Of Montreal Transaction History
Venturi Wealth Management, LLC
- $1.88 Billion
- Q4 2024
Shares
1 transactions
Others Institutions Holding FNGO
# of Institutions
7Shares Held
211KCall Options Held
0Put Options Held
0-
F3 Logic, LLC78KShares$5.5 Million0.22% of portfolio
-
Gallagher Benefit Services, Inc. Rolling Meadows, IL78KShares$5.5 Million0.22% of portfolio
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Client First Investment Management LLC West Bend, WI35.3KShares$2.48 Million2.1% of portfolio
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Gts Securities LLC New York, NY9.03KShares$635,9010.04% of portfolio
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Hrt Financial LP New York, NY7.33KShares$516,2600.0% of portfolio