Venturi Wealth Management, LLC Spdr S&P Insurance ETF Transaction History
Venturi Wealth Management, LLC
- $1.77 Billion
- Q3 2024
A detailed history of Venturi Wealth Management, LLC transactions in Spdr S&P Insurance ETF stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 97 shares of KIE stock, worth $5,751. This represents 0.0% of its overall portfolio holdings.
Number of Shares
97
Previous 97
-0.0%
Holding current value
$5,751
Previous $4,000
25.0%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding KIE
# of Institutions
164Shares Held
12.7MCall Options Held
99.4KPut Options Held
567K-
Jpmorgan Chase & CO New York, NY2.99MShares$177 Million0.01% of portfolio
-
Goldman Sachs Group Inc New York, NY1.48MShares$87.9 Million0.01% of portfolio
-
Morgan Stanley New York, NY962KShares$57 Million0.0% of portfolio
-
Ubs Group Ag674KShares$40 Million0.01% of portfolio
-
Factory Mutual Insurance CO Waltham, MA615KShares$36.5 Million0.37% of portfolio