Venturi Wealth Management, LLC Spdr Portfolio Transaction History
Venturi Wealth Management, LLC
- $1.45 Billion
- Q1 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 7,539 shares of SPYG stock, worth $625,360. This represents 0.04% of its overall portfolio holdings.
Number of Shares
7,539
Previous 7,335
2.78%
Holding current value
$625,360
Previous $477,000
15.51%
% of portfolio
0.04%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding SPYG
# of Institutions
997Shares Held
269MCall Options Held
331KPut Options Held
78.3K-
Lpl Financial LLC Fort Mill, SC28MShares$2.33 Billion1.12% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA21.7MShares$1.8 Billion3.57% of portfolio
-
Allworth Financial LP12.8MShares$1.06 Billion6.66% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.89MShares$654 Million0.16% of portfolio
-
Horizon Investments, LLC Charlotte, NC7.44MShares$617 Million12.32% of portfolio