Venturi Wealth Management, LLC Proshares Ultra Technology Transaction History
Venturi Wealth Management, LLC
- $1.77 Billion
- Q3 2024
A detailed history of Venturi Wealth Management, LLC transactions in Proshares Ultra Technology stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 30 shares of ROM stock, worth $2,038. This represents 0.0% of its overall portfolio holdings.
Number of Shares
30
Previous 22
36.36%
Holding current value
$2,038
Previous $1,000
100.0%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding ROM
# of Institutions
60Shares Held
444KCall Options Held
18.2KPut Options Held
8.3K-
Toth Financial Advisory Corp68.9KShares$4.68 Million0.56% of portfolio
-
Tyche Wealth Partners LLC Plano, TX33.1KShares$2.25 Million0.5% of portfolio
-
Harbour Investments, Inc. Madison, WI30.6KShares$2.08 Million0.07% of portfolio
-
Retirement Planning CO Of New England, Inc. Warwick, RI25.3KShares$1.72 Million0.86% of portfolio
-
Plotkin Financial Advisors, LLC Chevy Chase, MD24.6KShares$1.67 Million0.99% of portfolio