Venturi Wealth Management, LLC Spdr Ser Tr Spdr Portfolio Mor Transaction History
Venturi Wealth Management, LLC
- $1.45 Billion
- Q1 2024
A detailed history of Venturi Wealth Management, LLC transactions in Spdr Ser Tr Spdr Portfolio Mor stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 5,546 shares of SPMB stock, worth $118,628. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,546Holding current value
$118,628% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding SPMB
# of Institutions
211Shares Held
225MCall Options Held
29KPut Options Held
69.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA167MShares$3.58 Billion8.2% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.56MShares$204 Million0.11% of portfolio
-
Townsquare Capital LLC5.37MShares$115 Million1.74% of portfolio
-
State Street Corp Boston, MA3.11MShares$66.6 Million0.0% of portfolio
-
Confluence Investment Management LLC2.9MShares$62.1 Million0.94% of portfolio