Venturi Wealth Management, LLC Wisdomtree Tr Wisdomtree U.S. Transaction History

Venturi Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 23, 2024	BUY	$33.27 - $39.73 $798,480 - $953,519	24,000 New	24,000 $943,000
Q1 2023 May 02, 2023	BUY	$32.42 - $35.66 $3,242 - $3,565	100 New	100 $3,000
Q2 2022 Aug 12, 2022	SELL	$32.1 - $40.89 $507,180 - $646,062	-15,800 Closed	0 $0
Q1 2022 May 13, 2022	BUY	$37.82 - $44.33 $597,556 - $700,414	15,800 New	15,800 $640,000
Q4 2020 Jan 28, 2021	SELL	$32.21 - $36.6 $2.58 Million - $2.93 Million	-80,000 Closed	0 $0
Q3 2020 Nov 03, 2020	BUY	$30.8 - $35.26 $2.42 Million - $2.77 Million	78,450 Added 5061.29%	80,000 $2.66 Million
Q3 2019 Oct 29, 2019	BUY	$27.76 - $28.07 $43,028 - $43,508	1,550 New	1,550 $43,000

15.4M

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

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