Venturi Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Venturi Wealth Management, LLC
- $1.88 Billion
- Q4 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 484 shares of PEJ stock, worth $26,019. This represents 0.0% of its overall portfolio holdings.
Number of Shares
484
Previous 484
-0.0%
Holding current value
$26,019
Previous $23,000
8.7%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding PEJ
# of Institutions
111Shares Held
1.86MCall Options Held
1.2KPut Options Held
7K-
Kingsview Wealth Management, LLC Grants Pass, OR220KShares$11.8 Million0.24% of portfolio
-
Prudential PLC London, England, X0211KShares$11.3 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC198KShares$10.7 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC129KShares$6.96 Million0.0% of portfolio
-
Wealthfront Advisers LLC123KShares$6.62 Million0.01% of portfolio