Venturi Wealth Management, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History
Venturi Wealth Management, LLC
- $1.88 Billion
- Q4 2024
A detailed history of Venturi Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 658 shares of IBDT stock, worth $16,528. This represents 0.0% of its overall portfolio holdings.
Number of Shares
658Holding current value
$16,528% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding IBDT
# of Institutions
341Shares Held
77.7MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.67MShares$193 Million0.02% of portfolio
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Morgan Stanley New York, NY3.55MShares$89.2 Million0.01% of portfolio
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Capital Investment Advisors, LLC2.78MShares$70 Million1.44% of portfolio
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Capital Advisors Inc2.7MShares$67.8 Million1.38% of portfolio
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Envestnet Asset Management Inc2.15MShares$53.9 Million0.02% of portfolio