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 751 shares of IBTI stock, worth $16,514. This represents 0.0% of its overall portfolio holdings.
Number of Shares
751Holding current value
$16,514% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding IBTI
# of Institutions
157Shares Held
24.9MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA1.64MShares$36 Million0.01% of portfolio
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Atwood & Palmer Inc1.08MShares$23.8 Million1.65% of portfolio
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New Edge Advisors, LLC New Orleans, LA1.03MShares$22.7 Million0.15% of portfolio
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Stifel Financial Corp St. Louis, MO1.02MShares$22.5 Million0.02% of portfolio
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Inter Ocean Capital Group, LLC Nashville, TN1.01MShares$22.2 Million0.55% of portfolio