Venturi Wealth Management, LLC Northern Lts Fd Tr Iv Inspire Transaction History
Venturi Wealth Management, LLC
- $1.86 Billion
- Q2 2025
Shares
3 transactions
Others Institutions Holding WWJD
# of Institutions
93Shares Held
8.7MCall Options Held
0Put Options Held
0-
Inspire Advisors, LLC Meridian, ID2.59MShares$89.7 Million10.44% of portfolio
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Ambassador Advisors, LLC Lancaster, PA619KShares$21.4 Million3.56% of portfolio
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Bare Financial Services, Inc Gap, PA485KShares$16.8 Million5.61% of portfolio
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Inspire Investing, LLC Meridian, ID468KShares$16.2 Million1.84% of portfolio
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Pax Financial Group, LLC San Antonio, TX459KShares$15.9 Million3.3% of portfolio