Venturi Wealth Management, LLC BROOKFIELD ASSET MANAGMT LTD Transaction History

Venturi Wealth Management, LLC

  • $1.45 Billion
  • Q1 2024
Number of Shares
1,739
Previous 1,650 5.39%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
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