Venturi Wealth Management, LLC Wisdomtree Tr Intl Quality Div Transaction History
Venturi Wealth Management, LLC
- $1.88 Billion
- Q4 2024
A detailed history of Venturi Wealth Management, LLC transactions in Wisdomtree Tr Intl Quality Div stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 187,616 shares of IQDG stock, worth $6.8 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
187,616
Previous 187,359
0.14%
Holding current value
$6.8 Million
Previous $7.34 Million
12.5%
% of portfolio
0.34%
Previous 0.42%
Shares
4 transactions
Others Institutions Holding IQDG
# of Institutions
130Shares Held
20.8MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.56MShares$129 Million0.01% of portfolio
-
One Capital Management, LLC Westlake Village, CA2.49MShares$90.2 Million3.31% of portfolio
-
Bank Of America Corp Charlotte, NC2.4MShares$87.2 Million0.01% of portfolio
-
Hennion & Walsh Asset Management, Inc.1.33MShares$48.2 Million2.16% of portfolio
-
Trilogy Capital Inc.1.19MShares$43 Million2.15% of portfolio