Venturi Wealth Management, LLC Invesco ETF Tr Ii S&P Smallcap Transaction History
Venturi Wealth Management, LLC
- $1.86 Billion
- Q2 2025
A detailed history of Venturi Wealth Management, LLC transactions in Invesco ETF Tr Ii S&P Smallcap stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 245,703 shares of XSLV stock, worth $11.1 Million. This represents 0.6% of its overall portfolio holdings.
Number of Shares
245,703Holding current value
$11.1 Million% of portfolio
0.6%Shares
1 transactions
Others Institutions Holding XSLV
# of Institutions
126Shares Held
3.14MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC240KShares$10.9 Million0.0% of portfolio
-
Armbruster Capital Management, Inc.223KShares$10.1 Million1.85% of portfolio
-
Ubs Group Ag222KShares$10.1 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC202KShares$9.16 Million0.0% of portfolio
-
Brookstone Capital Management201KShares$9.14 Million0.14% of portfolio