Venturi Wealth Management, LLC Ishares Inc Transaction History

Venturi Wealth Management, LLC

  • $1.88 Billion
  • Q4 2024

A detailed history of Venturi Wealth Management, LLC transactions in Ishares Inc stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 148 shares of EPP stock, worth $6,549. This represents 0.0% of its overall portfolio holdings.

Number of Shares
148
Previous 148 -0.0%
Holding current value
$6,549
Previous $7,000 14.29%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 02, 2023
BUY
$41.85 - $47.48 $6,193 - $7,027
148 New
148 $6,000
Q3 2019

Oct 29, 2019
BUY
$42.94 - $47.91 $7,858 - $8,767
183 New
183 $8,000

Others Institutions Holding EPP

# of Institutions
209
Shares Held
31.2M
Call Options Held
2.5K
Put Options Held
4.1K
View Full List

About ISHARES INC

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