Venturi Wealth Management, LLC CAPITAL GROUP INTERNATIONAL Transaction History

Venturi Wealth Management, LLC

  • $1.88 Billion
  • Q4 2024
Number of Shares
1,511,807
Previous 1,287,784 17.4%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jan 31, 2025
BUY
N/A
224,023 Added 17.4%
1,511,807 $0
Q3 2024

Nov 04, 2024
BUY
N/A
103,552 Added 8.74%
1,287,784 $0
Q2 2024

Jul 19, 2024
BUY
N/A
77,196 Added 6.97%
1,184,232 $0
Q1 2024

Apr 23, 2024
BUY
N/A
1,071,316 Added 2999.2%
1,107,036 $0
Q4 2023

Jan 23, 2024
BUY
N/A
35,720 New
35,720 $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