A detailed history of Venturi Wealth Management, LLC transactions in Step Stone Group Inc. stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 50 shares of STEP stock, worth $3,013. This represents 0.0% of its overall portfolio holdings.

Number of Shares
50
Previous 22 127.27%
Holding current value
$3,013
Previous $1,000 100.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 04, 2024

BUY
$44.49 - $57.92 $1,245 - $1,621
28 Added 127.27%
50 $2,000
Q2 2024

Jul 19, 2024

BUY
$34.55 - $45.89 $760 - $1,009
22 New
22 $1,000

Others Institutions Holding STEP

About StepStone Group Inc.


  • Ticker STEP
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 62,061,400
  • Market Cap $3.74B
  • Description
  • StepStone Group Inc. is an investment firm specializing in direct, fund of funds, secondary direct, and secondary indirect investments. For direct investment, it seeks to invest in venture debt, incubation, mezzanine, distressed/vulture, seed/startup, early venture, mid venture, late venture, emerging growth, later stage, turnaround, growth capi...
More about STEP
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.