Venturi Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Venturi Wealth Management, LLC
- $1.45 Billion
- Q1 2024
A detailed history of Venturi Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 225,662 shares of SPDW stock, worth $7.92 Million. This represents 0.56% of its overall portfolio holdings.
Number of Shares
225,662
Previous 226,962
0.57%
Holding current value
$7.92 Million
Previous $7.72 Million
4.78%
% of portfolio
0.56%
Previous 0.57%
Shares
5 transactions
Others Institutions Holding SPDW
# of Institutions
898Shares Held
468MCall Options Held
4.1KPut Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA59.5MShares$2.09 Billion4.82% of portfolio
-
Creative Planning Overland Park, KS53.1MShares$1.86 Billion2.11% of portfolio
-
Allworth Financial LP28.3MShares$994 Million7.25% of portfolio
-
Lpl Financial LLC Fort Mill, SC25.6MShares$898 Million0.5% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$617 Million16.73% of portfolio