Venturi Wealth Management, LLC Spdr S&P Insurance ETF Transaction History
Venturi Wealth Management, LLC
- $1.45 Billion
- Q1 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 $4,828. This represents 0.0% of its overall portfolio holdings.
Number of Shares
97
Previous 97
-0.0%
Holding current value
$4,828
Previous $4,000
25.0%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding KIE
# of Institutions
150Shares Held
12.1MCall Options Held
47.5KPut Options Held
1.22M-
Jpmorgan Chase & CO New York, NY2.91MShares$145 Million0.01% of portfolio
-
Goldman Sachs Group Inc New York, NY1.38MShares$68.5 Million0.01% of portfolio
-
Morgan Stanley New York, NY972KShares$48.4 Million0.0% of portfolio
-
Factory Mutual Insurance CO Waltham, MA615KShares$30.6 Million0.37% of portfolio
-
Bank Of Montreal Toronto, A6508KShares$25.3 Million0.01% of portfolio