Venturi Wealth Management, LLC Wisdomtree Tr Intl Quality Div Transaction History
Venturi Wealth Management, LLC
- $1.45 Billion
- Q1 2024
A detailed history of Venturi Wealth Management, LLC transactions in Wisdomtree Tr Intl Quality Div stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 178,163 shares of IQDG stock, worth $6.61 Million. This represents 0.47% of its overall portfolio holdings.
Number of Shares
178,163Holding current value
$6.61 Million% of portfolio
0.47%Shares
1 transactions
Others Institutions Holding IQDG
# of Institutions
112Shares Held
21.1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.59MShares$133 Million0.01% of portfolio
-
One Capital Management, LLC Westlake Village, CA2.4MShares$89.2 Million3.5% of portfolio
-
Bank Of America Corp Charlotte, NC2.37MShares$88 Million0.01% of portfolio
-
Prime Capital Investment Advisors, LLC Overland Park, KS1.31MShares$48.6 Million0.7% of portfolio
-
Hennion & Walsh Asset Management, Inc.1.27MShares$46.9 Million2.62% of portfolio