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 30 shares of PSI stock, worth $1,831. This represents 0.0% of its overall portfolio holdings.
Number of Shares
30
Previous 50
40.0%
Holding current value
$1,831
Previous $2,000
50.0%
% of portfolio
0.0%
Previous 0.0%
Shares
8 transactions
Others Institutions Holding PSI
# of Institutions
143Shares Held
3.88MCall Options Held
3.8KPut Options Held
800-
Lpl Financial LLC Fort Mill, SC486KShares$29.7 Million0.01% of portfolio
-
Morgan Stanley New York, NY284KShares$17.3 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC257KShares$15.7 Million0.0% of portfolio
-
Captrust Financial Advisors Raleigh, NC196KShares$11.9 Million0.03% of portfolio
-
Ubs Group Ag195KShares$11.9 Million0.0% of portfolio