Venturi Wealth Management, LLC Alps ETF Tr Oshares U S Small Transaction History
Venturi Wealth Management, LLC
- $1.88 Billion
- Q4 2024
Shares
4 transactions
Others Institutions Holding OUSM
# of Institutions
122Shares Held
13.4MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN1.83MShares$79.7 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.24MShares$53.8 Million0.0% of portfolio
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Wells Fargo & Company San Francisco, CA777KShares$33.8 Million0.01% of portfolio
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Sanctuary Advisors, LLC Indianapolis, IN774KShares$33.7 Million0.22% of portfolio
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Avantax Advisory Services, Inc.773KShares$33.6 Million0.22% of portfolio