Venturi Wealth Management, LLC Ishares Tr Ibonds Dec 2031 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 2031 Ter stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 800 shares of IBDW stock, worth $16,496. This represents 0.0% of its overall portfolio holdings.
Number of Shares
800Holding current value
$16,496% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding IBDW
# of Institutions
184Shares Held
54.5MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC5.31MShares$110 Million1.21% of portfolio
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Venture Visionary Partners LLC4.17MShares$86.1 Million2.66% of portfolio
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Wells Fargo & Company San Francisco, CA3.78MShares$78 Million0.02% of portfolio
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Capital Investment Advisors, LLC2.55MShares$52.7 Million1.08% of portfolio
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Bank Of America Corp Charlotte, NC2.44MShares$50.2 Million0.0% of portfolio