Venturi Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Venturi Wealth Management, LLC
- $1.88 Billion
- Q4 2024
A detailed history of Venturi Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 253 shares of SPGP stock, worth $26,777. This represents 0.0% of its overall portfolio holdings.
Number of Shares
253
Previous 706
64.16%
Holding current value
$26,777
Previous $73,000
64.38%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding SPGP
# of Institutions
354Shares Held
28MCall Options Held
3.1KPut Options Held
1K-
Morgan Stanley New York, NY3.67MShares$389 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.21MShares$340 Million0.14% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.67MShares$177 Million0.07% of portfolio
-
Retirement Planning Group1.42MShares$150 Million8.95% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.4MShares$148 Million0.2% of portfolio