Venturi Wealth Management, LLC Wisdomtree Tr Wisdomtree U.S. Put Options Transaction History
Venturi Wealth Management, LLC
- $1.77 Billion
- Q3 2024
Put Options
0 transactions
| Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
|---|
Others Institutions Holding NTSX
# of Institutions
79Shares Held
15.4MCall Options Held
0Put Options Held
0-
Halbert Hargrove Global Advisors, LLC6.11MShares$296 Million15.89% of portfolio
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Rational Advisors LLC Huntington, NY1.18MShares$57 Million5.89% of portfolio
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Cwm, LLC1.14MShares$54.9 Million0.23% of portfolio
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Wealthcare Advisory Partners LLC West Chester, PA885KShares$42.9 Million1.21% of portfolio
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Wj Interests, LLC Sugar Land, TX852KShares$41.2 Million21.69% of portfolio