Venturi Wealth Management, LLC Vanguard Industrial ETF Transaction History
Venturi Wealth Management, LLC
- $1.88 Billion
- Q4 2024
A detailed history of Venturi Wealth Management, LLC transactions in Vanguard Industrial ETF stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 83 shares of VIS stock, worth $20,634. This represents 0.0% of its overall portfolio holdings.
Number of Shares
83
Previous 83
-0.0%
Holding current value
$20,634
Previous $21,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding VIS
# of Institutions
540Shares Held
17.7MCall Options Held
2.2KPut Options Held
0-
Wealthfront Advisers LLC4.64MShares$1.15 Billion0.98% of portfolio
-
Bank Of America Corp Charlotte, NC4.15MShares$1.03 Billion0.09% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ878KShares$218 Million4.4% of portfolio
-
Morgan Stanley New York, NY725KShares$180 Million0.01% of portfolio
-
Beacon Capital Management, Inc.626KShares$156 Million7.13% of portfolio