Venturi Wealth Management, LLC Northern Lts Fd Tr Iv Inspire Transaction History
Venturi Wealth Management, LLC
- $1.88 Billion
- Q4 2024
A detailed history of Venturi Wealth Management, LLC transactions in Northern Lts Fd Tr Iv Inspire stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 497 shares of WWJD stock, worth $15,357. This represents 0.0% of its overall portfolio holdings.
Number of Shares
497
Previous 472
5.3%
Holding current value
$15,357
Previous $15,000
6.67%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding WWJD
# of Institutions
83Shares Held
8.15MCall Options Held
0Put Options Held
0-
Inspire Advisors, LLC Meridian, ID2.87MShares$88.5 Million11.53% of portfolio
-
Ambassador Advisors, LLC Lancaster, PA623KShares$19.3 Million3.28% of portfolio
-
Pax Financial Group, LLC San Antonio, TX606KShares$18.7 Million3.35% of portfolio
-
Inspire Investing, LLC Meridian, ID496KShares$15.3 Million1.67% of portfolio
-
Bare Financial Services, Inc Gap, PA455KShares$14.1 Million5.3% of portfolio