Venturi Wealth Management, LLC First Trust Nasdaq Technology Transaction History
Venturi Wealth Management, LLC
- $1.88 Billion
- Q4 2024
A detailed history of Venturi Wealth Management, LLC transactions in First Trust Nasdaq Technology stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 440 shares of TDIV stock, worth $36,220. This represents 0.0% of its overall portfolio holdings.
Number of Shares
440
Previous 711
38.12%
Holding current value
$36,220
Previous $57,000
40.35%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding TDIV
# of Institutions
355Shares Held
22.6MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.25MShares$185 Million0.07% of portfolio
-
Morgan Stanley New York, NY2.09MShares$172 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA1.69MShares$139 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC1.38MShares$113 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.23MShares$101 Million0.04% of portfolio