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 63 shares of PSI stock, worth $4,057. This represents 0.0% of its overall portfolio holdings.
Number of Shares
63
Previous 77
18.18%
Holding current value
$4,057
Previous $3,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding PSI
# of Institutions
133Shares Held
4.67MCall Options Held
100Put Options Held
400-
Lpl Financial LLC Fort Mill, SC462KShares$29.8 Million0.01% of portfolio
-
Morgan Stanley New York, NY414KShares$26.7 Million0.0% of portfolio
-
High Tower Advisors, LLC Chicago, IL400KShares$25.8 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC354KShares$22.8 Million0.0% of portfolio
-
Royal Bank Of Canada Toronto, A6251KShares$16.1 Million0.0% of portfolio