Venturi Wealth Management, LLC Ishares Trishares 0 3 Mnth Tre Transaction History
Venturi Wealth Management, LLC
- $1.77 Billion
- Q3 2024
A detailed history of Venturi Wealth Management, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 7,587 shares of SGOV stock, worth $759,913. This represents 0.04% of its overall portfolio holdings.
Number of Shares
7,587
Previous 7,657
0.91%
Holding current value
$759,913
Previous $771,000
0.91%
% of portfolio
0.04%
Previous 0.05%
Shares
7 transactions
Others Institutions Holding SGOV
# of Institutions
709Shares Held
91.6MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.99MShares$500 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC3.39MShares$340 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.03MShares$303 Million0.14% of portfolio
-
Raymond James & Associates St Petersburg, FL1.9MShares$190 Million0.12% of portfolio
-
Partners Capital Investment Group, LLP Boston, MA1.83MShares$183 Million3.13% of portfolio