A detailed history of Venturi Wealth Management, LLC transactions in Nu Holdings Ltd. stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 24,605 shares of NU stock, worth $255,399. This represents 0.02% of its overall portfolio holdings.

Number of Shares
24,605
Previous 13,721 79.32%
Holding current value
$255,399
Previous $176,000 90.34%
% of portfolio
0.02%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024

BUY
$10.71 - $15.14 $116,567 - $164,783
10,884 Added 79.32%
24,605 $335,000
Q2 2024

Jul 19, 2024

BUY
$10.48 - $12.92 $140,652 - $173,399
13,421 Added 4473.67%
13,721 $176,000
Q1 2024

Apr 23, 2024

BUY
$8.09 - $12.25 $2,427 - $3,675
300 New
300 $3,000
Q3 2023

Nov 02, 2023

SELL
$6.81 - $8.18 $1,287 - $1,546
-189 Reduced 39.62%
288 $2,000
Q2 2023

Jul 24, 2023

BUY
$4.42 - $7.89 $2,108 - $3,763
477 New
477 $3,000

Others Institutions Holding NU

About Nu Holdings Ltd.


  • Ticker NU
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 3,561,860,096
  • Market Cap $37B
  • Description
  • Nu Holdings Ltd. operates as a digital financial services platform and technology company primarily in Brazil, Mexico, and Colombia. It offers Nu credit and debit cards; Ultraviolet credit and debit cards; and mobile payment solutions for NuAccount customers to make and receive transfers, pay bills, and make everyday purchases through their mobi...
More about NU
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.