Venturi Wealth Management, LLC Wisdomtree Floating Rate Treas Transaction History
Venturi Wealth Management, LLC
- $1.77 Billion
- Q3 2024
A detailed history of Venturi Wealth Management, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 11,052 shares of USFR stock, worth $557,683. This represents 0.03% of its overall portfolio holdings.
Number of Shares
11,052
Previous 29,313
62.3%
Holding current value
$557,683
Previous $1.47 Million
62.35%
% of portfolio
0.03%
Previous 0.09%
Shares
11 transactions
Others Institutions Holding USFR
# of Institutions
530Shares Held
210MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY19.6MShares$988 Million0.07% of portfolio
-
Jpmorgan Chase & CO New York, NY19.5MShares$985 Million0.08% of portfolio
-
Summit Trail Advisors, LLC New York, NY17.7MShares$893 Million22.36% of portfolio
-
Bank Of America Corp Charlotte, NC15.4MShares$775 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$651 Million0.3% of portfolio