Venturi Wealth Management, LLC Vanguard Russell 3000 ETF Transaction History
Venturi Wealth Management, LLC
- $1.88 Billion
- Q4 2024
A detailed history of Venturi Wealth Management, LLC transactions in Vanguard Russell 3000 ETF stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 107 shares of VTHR stock, worth $26,248. This represents 0.0% of its overall portfolio holdings.
Number of Shares
107
Previous 107
-0.0%
Holding current value
$26,248
Previous $27,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding VTHR
# of Institutions
207Shares Held
4.68MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN627KShares$154 Million0.04% of portfolio
-
Wealthfront Advisers LLC522KShares$128 Million0.11% of portfolio
-
Lincoln National Corp460KShares$113 Million3.84% of portfolio
-
Cliffwater LLC Marina Del Rey, CA262KShares$64.3 Million17.97% of portfolio
-
Natixis Advisors, L.P. Boston, MA213KShares$52.3 Million0.1% of portfolio