Venturi Wealth Management, LLC Timothy Plan U S Large/Mid Cap Transaction History
Venturi Wealth Management, LLC
- $1.45 Billion
- Q1 2024
A detailed history of Venturi Wealth Management, LLC transactions in Timothy Plan U S Large/Mid Cap stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 465 shares of TPLC stock, worth $18,841. This represents 0.0% of its overall portfolio holdings.
Number of Shares
465
Previous 479
2.92%
Holding current value
$18,841
Previous $18,000
5.56%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding TPLC
# of Institutions
77Shares Held
3MCall Options Held
0Put Options Held
0-
Creative One Wealth, LLC Overland Park, KS435KShares$17.6 Million0.73% of portfolio
-
Ambassador Advisors, LLC Lancaster, PA248KShares$10.1 Million1.91% of portfolio
-
Hill Island Financial LLC Grand Rapids, MI235KShares$9.54 Million3.27% of portfolio
-
O'Connor Financial Group LLC Quincy, IL215KShares$8.72 Million5.4% of portfolio
-
Lpl Financial LLC Fort Mill, SC187KShares$7.6 Million0.0% of portfolio