Venturi Wealth Management, LLC Ishares Interest Rate Hedged L Transaction History
Venturi Wealth Management, LLC
- $1.88 Billion
- Q4 2024
Shares
5 transactions
Others Institutions Holding IGBH
# of Institutions
37Shares Held
1.65MCall Options Held
0Put Options Held
0-
Yeomans Consulting Group, Inc. Marietta, GA390KShares$9.5 Million3.55% of portfolio
-
Morgan Stanley New York, NY280KShares$6.83 Million0.0% of portfolio
-
Sound Income Strategies, LLC250KShares$6.08 Million0.41% of portfolio
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Cambridge Investment Research Advisors, Inc.196KShares$4.78 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC86.9KShares$2.12 Million0.0% of portfolio