Venturi Wealth Management, LLC Pacer Fds Tr Trendpliot 100 Et Transaction History
Venturi Wealth Management, LLC
- $1.77 Billion
- Q3 2024
A detailed history of Venturi Wealth Management, LLC transactions in Pacer Fds Tr Trendpliot 100 Et stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 142 shares of PTNQ stock, worth $10,665. This represents 0.0% of its overall portfolio holdings.
Number of Shares
142
Previous 142
-0.0%
Holding current value
$10,665
Previous $10,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding PTNQ
# of Institutions
137Shares Held
10.6MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.29MShares$97.1 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.26MShares$94.6 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC1.15MShares$86.2 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA718KShares$54 Million0.01% of portfolio
-
Cambridge Investment Research Advisors, Inc.482KShares$36.2 Million0.12% of portfolio