Number of Shares
911
Previous 861 5.81%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 04, 2024

BUY
N/A
50 Added 5.81%
911 $0
Q1 2024

Apr 23, 2024

BUY
N/A
9 Added 1.06%
861 $0
Q4 2023

Jan 23, 2024

SELL
N/A
-19,705 Reduced 95.86%
852 $0
Q3 2023

Nov 02, 2023

BUY
N/A
7,927 Added 62.76%
20,557 $0
Q2 2023

Jul 24, 2023

BUY
N/A
11,890 Added 1606.76%
12,630 $0
Q1 2023

May 02, 2023

BUY
N/A
740 New
740 $0
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.