Venturi Wealth Management, LLC Capital Group (international Eq SHS) Transaction History

Venturi Wealth Management, LLC

  • $1.86 Billion
  • Q2 2025
Number of Shares
1,320,878
Previous 1,259,232 4.9%
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
Q2 2025

Jul 23, 2025
BUY
N/A
61,646 Added 4.9%
1,320,878 $0
Q1 2025

May 06, 2025
SELL
N/A
-252,575 Reduced 16.71%
1,259,232 $0
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
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