Venturi Wealth Management, LLC Ishares Core S&P U.S Growth Et Transaction History
Venturi Wealth Management, LLC
- $1.88 Billion
- Q4 2024
A detailed history of Venturi Wealth Management, LLC transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 252 shares of IUSG stock, worth $36,172. This represents 0.0% of its overall portfolio holdings.
Number of Shares
252
Previous 252
-0.0%
Holding current value
$36,172
Previous $33,000
6.06%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding IUSG
# of Institutions
780Shares Held
116MCall Options Held
2.7KPut Options Held
300-
Bank Of America Corp Charlotte, NC39.2MShares$5.63 Billion0.44% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.9MShares$2.14 Billion0.9% of portfolio
-
Morgan Stanley New York, NY13.1MShares$1.88 Billion0.13% of portfolio
-
Jones Financial Companies Lllp6.29MShares$903 Million0.84% of portfolio
-
Envestnet Asset Management Inc2.16MShares$310 Million0.09% of portfolio