Venturi Wealth Management, LLC J P Morgan ETF Tr Betabuilders Transaction History

Venturi Wealth Management, LLC

  • $1.88 Billion
  • Q4 2024

A detailed history of Venturi Wealth Management, LLC transactions in J P Morgan ETF Tr Betabuilders stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 295 shares of BBCA stock, worth $21,328. This represents 0.0% of its overall portfolio holdings.

Number of Shares
295
Previous 431 31.55%
Holding current value
$21,328
Previous $31,000 35.48%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025
SELL
$70.12 - $75.48 $9,536 - $10,265
-136 Reduced 31.55%
295 $20,000
Q3 2024

Nov 04, 2024
BUY
$64.0 - $72.54 $3,904 - $4,424
61 Added 16.49%
431 $31,000
Q4 2023

Jan 23, 2024
SELL
$54.74 - $64.43 $1,861 - $2,190
-34 Reduced 8.42%
370 $23,000
Q3 2023

Nov 02, 2023
BUY
$58.09 - $63.16 $23,468 - $25,516
404 New
404 $23,000

Others Institutions Holding BBCA

# of Institutions
208
Shares Held
82.8M
Call Options Held
10.5K
Put Options Held
0
View Full List

About J P MORGAN ETF TR BETABUILDERS

BBCA Quotes by TradingView
  • Ticker BBCA
  • Sector ETFs
  • Industry ETFs
More about BBCA
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