Venturi Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Venturi Wealth Management, LLC
- $1.45 Billion
- Q1 2024
A detailed history of Venturi Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 1,050 shares of PEJ stock, worth $47,218. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,050
Previous 1,050
-0.0%
Holding current value
$47,218
Previous $44,000
9.09%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding PEJ
# of Institutions
113Shares Held
2.06MCall Options Held
3.7KPut Options Held
300-
Prudential PLC London, England, X0242KShares$10.9 Million0.09% of portfolio
-
Bank Of America Corp Charlotte, NC213KShares$9.56 Million0.0% of portfolio
-
Morgan Stanley New York, NY144KShares$6.46 Million0.0% of portfolio
-
Kingsview Wealth Management, LLC Grants Pass, OR141KShares$6.34 Million0.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC134KShares$6.03 Million0.0% of portfolio