Venturi Wealth Management, LLC Ishares Currency Hedged Msci E Transaction History

Venturi Wealth Management, LLC

  • $1.77 Billion
  • Q3 2024

A detailed history of Venturi Wealth Management, LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 38 shares of HEEM stock, worth $1,068. This represents 0.0% of its overall portfolio holdings.

Number of Shares
38
Previous 38 -0.0%
Holding current value
$1,068
Previous $1,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 19, 2024
BUY
$25.06 - $27.3 $952 - $1,037
38 New
38 $1,000
Q2 2023

Jul 24, 2023
BUY
$23.42 - $25.09 $889 - $953
38 New
38 $0
Q2 2022

Aug 12, 2022
SELL
$24.82 - $28.46 $10.7 Million - $12.3 Million
-430,535 Closed
0 $0
Q1 2022

May 13, 2022
BUY
$25.68 - $30.65 $11.1 Million - $13.2 Million
430,535 New
430,535 $11.8 Million

Others Institutions Holding HEEM

# of Institutions
39
Shares Held
3.67M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES CURRENCY HEDGED MSCI E

HEEM Quotes by TradingView
  • Ticker HEEM
  • Sector ETFs
  • Industry ETFs
More about HEEM
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.

Choose your preferred platform and Sign Up 👇 Telegram Email