Venturi Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Venturi Wealth Management, LLC
- $1.77 Billion
- Q1 2025
Shares
1 transactions
Others Institutions Holding PJP
# of Institutions
111Shares Held
763KCall Options Held
0Put Options Held
0-
Peak Asset Management, LLC Louisville, CO133KShares$10.8 Million2.23% of portfolio
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Lpl Financial LLC Fort Mill, SC49.1KShares$4 Million0.0% of portfolio
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Morgan Stanley New York, NY46.1KShares$3.74 Million0.0% of portfolio
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Bank Of America Corp Charlotte, NC43.1KShares$3.5 Million0.0% of portfolio
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Gamma Investing LLC Foster City, CA37.1KShares$3.01 Million0.0% of portfolio