Venturi Wealth Management, LLC Vanguard Extended Market ETF Transaction History
Venturi Wealth Management, LLC
- $1.77 Billion
- Q3 2024
Shares
1 transactions
Others Institutions Holding VXF
# of Institutions
870Shares Held
45.3MCall Options Held
17.8KPut Options Held
32.1K-
Morgan Stanley New York, NY3.41MShares$658 Million0.05% of portfolio
-
Wealthfront Advisers LLC3.26MShares$630 Million1.85% of portfolio
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Envestnet Asset Management Inc3.08MShares$595 Million0.19% of portfolio
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Bank Of America Corp Charlotte, NC1.62MShares$312 Million0.02% of portfolio
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Fifth Third Bancorp1.5MShares$290 Million1.0% of portfolio