Venturi Wealth Management, LLC Bank Of Montreal Transaction History

Venturi Wealth Management, LLC

$1.88 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 24, 2023	BUY	$21.77 - $39.71 $957 - $1,747	44 New	44 $1,000

Others Institutions Holding FNGO

# of Institutions

7

Shares Held

211K

Call Options Held

0

Put Options Held

0

F3 Logic, LLC

78K
Shares

$5.69 Million
0.22% of portfolio
Gallagher Benefit Services, Inc. Rolling Meadows, IL

78K
Shares

$5.69 Million
0.22% of portfolio
Client First Investment Management LLC West Bend, WI

35.3K
Shares

$2.57 Million
2.1% of portfolio
Gts Securities LLC New York, NY

9.03K
Shares

$658,825
0.04% of portfolio
Hrt Financial LP New York, NY

7.33K
Shares

$534,871
0.0% of portfolio

About BANK OF MONTREAL

Ticker FNGO
Exchange NYSE
Sector ETFs
Industry ETFs

More about FNGO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Venturi Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Venturi Wealth Management, LLC with notifications on news.