Venturi Wealth Management, LLC Ishares Barclays 3 7 Yr Treas Transaction History
Venturi Wealth Management, LLC
- $1.45 Billion
- Q1 2024
A detailed history of Venturi Wealth Management, LLC transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 17 shares of IEI stock, worth $1,961. This represents 0.0% of its overall portfolio holdings.
Number of Shares
17
Previous 17
-0.0%
Holding current value
$1,961
Previous $1,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding IEI
# of Institutions
704Shares Held
86.1MCall Options Held
131KPut Options Held
569K-
Jpmorgan Chase & CO New York, NY9.58MShares$1.11 Billion0.1% of portfolio
-
Bank Of America Corp Charlotte, NC5.16MShares$596 Million0.06% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA4.21MShares$485 Million1.1% of portfolio
-
Envestnet Asset Management Inc3.67MShares$424 Million0.16% of portfolio
-
Morgan Stanley New York, NY3.04MShares$351 Million0.03% of portfolio