Venturi Wealth Management, LLC Ishares Core S&P U.S. Value 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 IUSV
# of Institutions
729Shares Held
163MCall Options Held
2.8KPut Options Held
2K-
Bank Of America Corp Charlotte, NC65.6MShares$6.37 Billion0.53% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.4MShares$1.3 Billion0.59% of portfolio
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Morgan Stanley New York, NY8.63MShares$839 Million0.06% of portfolio
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Ronald Blue Trust, Inc. Brentwood, TN4.91MShares$477 Million5.88% of portfolio
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Signaturefd, LLC Atlanta, GA4.31MShares$418 Million7.92% of portfolio