A detailed history of Venturi Wealth Management, LLC transactions in Cohen & Steers LTD Duration Preferred & Income Fund, Inc. stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 4,096 shares of LDP stock, worth $85,524. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,096
Previous 4,096 -0.0%
Holding current value
$85,524
Previous $81,000 9.88%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jul 19, 2024

BUY
$18.93 - $20.14 $2,820 - $3,000
149 Added 3.78%
4,096 $81,000
Q4 2023

Jan 23, 2024

SELL
$16.46 - $19.23 $13,678 - $15,980
-831 Reduced 17.39%
3,947 $72,000
Q3 2023

Nov 02, 2023

BUY
$16.97 - $18.41 $6,788 - $7,364
400 Added 9.14%
4,778 $81,000
Q2 2023

Jul 24, 2023

BUY
$16.23 - $18.5 $4,609 - $5,254
284 Added 6.94%
4,378 $79,000
Q1 2023

May 02, 2023

BUY
$17.04 - $21.4 $69,761 - $87,611
4,094 New
4,094 $73,000

Others Institutions Holding LDP

About Cohen & Steers Ltd Duration Preferred & Income Fund, Inc.


  • Ticker LDP
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • Cohen & Steers Limited Duration Preferred and Income Fund, Inc. is a closed-ended fixed income fund launched by Cohen & Steers, Inc. The fund is managed by Cohen & Steers Capital Management, Inc. It invests in fixed income markets across the globe. The fund uses derivatives like interest rate swaps to make its investments. It seeks t...
More about LDP
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.