Venturi Wealth Management, LLC Vanguard Russell 2000 ETF Transaction History
Venturi Wealth Management, LLC
- $1.88 Billion
- Q4 2024
A detailed history of Venturi Wealth Management, LLC transactions in Vanguard Russell 2000 ETF stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 734,659 shares of VTWO stock, worth $59.6 Million. This represents 3.5% of its overall portfolio holdings.
Number of Shares
734,659
Previous 700,400
4.89%
Holding current value
$59.6 Million
Previous $62.6 Million
4.86%
% of portfolio
3.5%
Previous 3.55%
Shares
18 transactions
Others Institutions Holding VTWO
# of Institutions
647Shares Held
80MCall Options Held
83.7KPut Options Held
67K-
Bank Of America Corp Charlotte, NC26.1MShares$2.12 Billion0.2% of portfolio
-
Morgan Stanley New York, NY7.02MShares$570 Million0.05% of portfolio
-
Natixis Advisors, L.P. Boston, MA5.69MShares$462 Million0.95% of portfolio
-
Wells Fargo & Company San Francisco, CA4.53MShares$368 Million0.09% of portfolio
-
Wealthfront Advisers LLC3.33MShares$270 Million0.25% of portfolio