Venturi Wealth Management, LLC Brookfield Asset Transaction History

Venturi Wealth Management, LLC

  • $1.86 Billion
  • Q2 2025
Number of Shares
5,347
Previous 5,867 8.86%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025
SELL
N/A
-520 Reduced 8.86%
5,347 $0
Q1 2025

May 06, 2025
BUY
N/A
163 Added 2.86%
5,867 $0
Q4 2024

Jan 31, 2025
SELL
N/A
-137 Reduced 2.35%
5,704 $0
Q3 2024

Nov 04, 2024
BUY
N/A
1,830 Added 45.62%
5,841 $0
Q2 2024

Jul 19, 2024
BUY
N/A
2,272 Added 130.65%
4,011 $0
Q1 2024

Apr 23, 2024
BUY
N/A
89 Added 5.39%
1,739 $0
Q3 2023

Nov 02, 2023
SELL
N/A
-3,500 Reduced 67.96%
1,650 $0
Q2 2023

Jul 24, 2023
BUY
N/A
1,800 Added 53.73%
5,150 $0
Q1 2023

May 02, 2023
BUY
N/A
3,350 New
3,350 $0
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