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 703 shares of BLES stock, worth $27,297. This represents 0.0% of its overall portfolio holdings.

Number of Shares
703
Previous 703 -0.0%
Holding current value
$27,297
Previous $25,000 8.0%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024

BUY
$34.22 - $37.59 $1,813 - $1,992
53 Added 8.15%
703 $26,000
Q4 2023

Jan 23, 2024

BUY
$30.16 - $35.84 $19,604 - $23,296
650 New
650 $23,000

Others Institutions Holding BLES

About NORTHERN LTS FD TR IV INSPIRE


  • Ticker BLES
  • Sector ETFs
  • Industry ETFs
More about BLES
Track This Portfolio

Track Venturi Wealth Management, LLC Portfolio

Follow Venturi Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Venturi Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Venturi Wealth Management, LLC with notifications on news.