Venturi Wealth Management, LLC BROOKFIELD CORP Transaction History

Venturi Wealth Management, LLC

  • $1.88 Billion
  • Q4 2024
Number of Shares
22,557
Previous 22,615 0.26%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025
SELL
N/A
-58 Reduced 0.26%
22,557 $0
Q3 2024

Nov 04, 2024
BUY
N/A
1,355 Added 6.37%
22,615 $0
Q2 2024

Jul 19, 2024
BUY
N/A
960 Added 4.73%
21,260 $0
Q4 2023

Jan 23, 2024
BUY
N/A
5,300 Added 35.33%
20,300 $0
Q3 2023

Nov 02, 2023
BUY
N/A
14,000 Added 1400.0%
15,000 $0
Q2 2023

Jul 24, 2023
SELL
N/A
-250 Reduced 20.0%
1,000 $0
Q1 2023

May 02, 2023
BUY
N/A
1,250 New
1,250 $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.

Choose your preferred platform and Sign Up 👇 Telegram Email