Venturi Wealth Management, LLC Ishares Core Total Usd Bond Ma Transaction History
Venturi Wealth Management, LLC
- $1.88 Billion
- Q4 2024
A detailed history of Venturi Wealth Management, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 105,089 shares of IUSB stock, worth $4.81 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
105,089
Previous 108,630
3.26%
Holding current value
$4.81 Million
Previous $5.12 Million
7.19%
% of portfolio
0.25%
Previous 0.29%
Shares
16 transactions
Others Institutions Holding IUSB
# of Institutions
773Shares Held
700MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc141MShares$6.46 Billion2.12% of portfolio
-
Jones Financial Companies Lllp60.5MShares$2.77 Billion2.61% of portfolio
-
Black Rock Inc. New York, NY59.9MShares$2.74 Billion0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC44.6MShares$2.04 Billion0.85% of portfolio
-
Wells Fargo & Company San Francisco, CA42.5MShares$1.95 Billion0.44% of portfolio