Venturi Wealth Management, LLC Spdr Portfolio Transaction History
Venturi Wealth Management, LLC
- $1.88 Billion
- Q4 2024
A detailed history of Venturi Wealth Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 7,127 shares of SPYG stock, worth $585,981. This represents 0.03% of its overall portfolio holdings.
Number of Shares
7,127
Previous 6,988
1.99%
Holding current value
$585,981
Previous $579,000
8.12%
% of portfolio
0.03%
Previous 0.03%
Shares
6 transactions
Others Institutions Holding SPYG
# of Institutions
1,225Shares Held
323MCall Options Held
1.22MPut Options Held
95.9K-
Lpl Financial LLC Fort Mill, SC34MShares$2.8 Billion1.26% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA20.1MShares$1.65 Billion3.73% of portfolio
-
Envestnet Asset Management Inc16.8MShares$1.38 Billion0.49% of portfolio
-
Allworth Financial LP12.2MShares$1.01 Billion6.21% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.15MShares$670 Million0.19% of portfolio