Venturi Wealth Management, LLC Ea Ser Tr Freedom 100 Emerging Transaction History

Venturi Wealth Management, LLC

  • $1.88 Billion
  • Q4 2024

A detailed history of Venturi Wealth Management, LLC transactions in Ea Ser Tr Freedom 100 Emerging stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 169 shares of FRDM stock, worth $5,989. This represents 0.0% of its overall portfolio holdings.

Number of Shares
169
Previous 168 0.6%
Holding current value
$5,989
Previous $6,000 16.67%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jan 31, 2025
BUY
$32.68 - $36.28 $32 - $36
1 Added 0.6%
169 $5,000
Q3 2024

Nov 04, 2024
BUY
$31.97 - $37.3 $1,182 - $1,380
37 Added 28.24%
168 $6,000
Q2 2024

Jul 19, 2024
BUY
$32.03 - $35.89 $1,601 - $1,794
50 Added 61.73%
131 $4,000
Q4 2023

Jan 23, 2024
BUY
$27.57 - $33.04 $27 - $33
1 Added 1.25%
81 $2,000
Q1 2023

May 02, 2023
BUY
$27.27 - $31.05 $2,181 - $2,484
80 New
80 $2,000

Others Institutions Holding FRDM

# of Institutions
131
Shares Held
15.7M
Call Options Held
0
Put Options Held
0
View Full List

About EA SER TR FREEDOM 100 EMERGING

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