Venturi Wealth Management, LLC Ishares Core S&P U.S Growth Et Call Options Transaction History
Venturi Wealth Management, LLC
- $1.77 Billion
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding IUSG
# of Institutions
739Shares Held
115MCall Options Held
6.3KPut Options Held
3.3K-
Bank Of America Corp Charlotte, NC39.2MShares$5.38 Billion0.44% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.9MShares$2.04 Billion0.9% of portfolio
-
Morgan Stanley New York, NY13.1MShares$1.8 Billion0.13% of portfolio
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Jones Financial Companies Lllp7.08MShares$971 Million0.96% of portfolio
-
Envestnet Asset Management Inc2.16MShares$296 Million0.09% of portfolio