Venturi Wealth Management, LLC Proshares Tr Ultrashort S&P 50 Transaction History
Venturi Wealth Management, LLC
- $1.77 Billion
- Q3 2024
A detailed history of Venturi Wealth Management, LLC transactions in Proshares Tr Ultrashort S&P 50 stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 443 shares of SDS stock, worth $8,607. This represents 0.0% of its overall portfolio holdings.
Number of Shares
443
Previous 448
1.12%
Holding current value
$8,607
Previous $10,000
10.0%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding SDS
# of Institutions
82Shares Held
4.96MCall Options Held
266KPut Options Held
252K-
Integrated Advisors Network LLC Palos Verdes Estates, CA1.1MShares$21.4 Million1.09% of portfolio
-
Envestnet Asset Management Inc425KShares$8.26 Million0.0% of portfolio
-
Bedell Frazier Investment Counseling, LLC414KShares$8.05 Million2.05% of portfolio
-
Pathstone Family Office, LLC Englewood, NJ409KShares$7.95 Million0.1% of portfolio
-
Legacy Capital Wealth Partners, LLC Little Rock, AR335KShares$6.51 Million1.21% of portfolio