Venturi Wealth Management, LLC ETF SER SOLUTIONS Transaction History

Venturi Wealth Management, LLC

  • $1.77 Billion
  • Q3 2024

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2021

Apr 22, 2021
SELL
N/A
-42,318 Closed
0 $0
Q4 2020

Jan 28, 2021
BUY
N/A
2,567 Added 6.46%
42,318 $2.01 Million
Q3 2020

Nov 03, 2020
SELL
N/A
-2,483 Reduced 5.88%
39,751 $1.72 Million
Q2 2020

Aug 05, 2020
SELL
N/A
-6,482 Reduced 13.31%
42,234 $1.72 Million
Q1 2020

May 15, 2020
BUY
N/A
48,716 New
48,716 $1.71 Million
Q1 2020

May 15, 2020
SELL
N/A
-110,494 Closed
0 $0
Q4 2019

Jan 27, 2020
SELL
N/A
-13,102 Reduced 10.6%
110,494 $5.12 Million
Q3 2019

Oct 29, 2019
SELL
N/A
-3,274 Reduced 2.58%
123,596 $5.46 Million
Q2 2019

Aug 07, 2019
SELL
N/A
-9,419 Reduced 6.91%
126,870 $5.47 Million
Q1 2019

May 14, 2019
BUY
N/A
22,964 Added 20.26%
136,289 $5.84 Million
Q4 2018

Feb 12, 2019
BUY
N/A
17,737 Added 18.56%
113,325 $4.25 Million
Q3 2018

Nov 13, 2018
BUY
N/A
1,115 Added 1.18%
95,588 $4.09 Million
Q2 2018

Aug 14, 2018
BUY
N/A
81,473 Added 626.72%
94,473 $3.96 Million
Q1 2018

May 09, 2018
BUY
N/A
13,000 New
13,000 $522,000
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