A detailed history of Venturi Wealth Management, LLC transactions in Global X Fds Global X Social M stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 57 shares of SOCL stock, worth $2,505. This represents 0.0% of its overall portfolio holdings.

Number of Shares
57
Previous 57 -0.0%
Holding current value
$2,505
Previous $2,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 02, 2023

BUY
$31.81 - $38.91 $1,813 - $2,217
57 New
57 $2,000
Q3 2019

Oct 29, 2019

BUY
$31.8 - $34.35 $1,812 - $1,957
57 New
57 $2,000

Others Institutions Holding SOCL

About GLOBAL X FDS GLOBAL X SOCIAL M


  • Ticker SOCL
  • Sector ETFs
  • Industry ETFs
More about SOCL
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.