Venturi Wealth Management, LLC Ishares Tr Us Broker Dealers & 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
Q3 2023 Nov 02, 2023	BUY	$89.26 - $99.15 $2,320 - $2,577	26 New	26 $2,000

Others Institutions Holding IAI

# of Institutions

193

Shares Held

10.5M

Call Options Held

26.7K

Put Options Held

7.1K

Envestnet Asset Management Inc

1.2M
Shares

$190 Million
0.06% of portfolio
Bank Of America Corp Charlotte, NC

1.14M
Shares

$181 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

880K
Shares

$140 Million
0.07% of portfolio
Raymond James Financial Inc St. Petersburg, FL

872K
Shares

$139 Million
0.05% of portfolio
Janney Montgomery Scott LLC

765K
Shares

$122 Million
0.31% of portfolio

About ISHARES TR US BROKER-DEALERS &

Ticker IAI
Sector ETFs
Industry ETFs

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.