Venturi Wealth Management, LLC Ishares Tr Ibonds Dec 2030 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 2030 Ter stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 852 shares of IBTK stock, worth $16,375. This represents 0.0% of its overall portfolio holdings.
Number of Shares
852Holding current value
$16,375% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding IBTK
# of Institutions
116Shares Held
14MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA2.5MShares$48.1 Million0.01% of portfolio
-
Atwood & Palmer Inc1.08MShares$20.7 Million1.44% of portfolio
-
Bank Of America Corp Charlotte, NC1.05MShares$20.1 Million0.0% of portfolio
-
Farmer Steven Patrick850KShares$16.3 Million0.28% of portfolio
-
Envestnet Asset Management Inc554KShares$10.6 Million0.0% of portfolio