Venturi Wealth Management, LLC J P MORGAN EXCHANGE-TRADED F Transaction History

Venturi Wealth Management, LLC

  • $1.77 Billion
  • Q3 2024

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2020

Nov 03, 2020
SELL
N/A
-88,267 Closed
0 $0
Q2 2020

Aug 05, 2020
SELL
N/A
-53,822 Reduced 37.88%
88,267 $2.02 Million
Q1 2020

May 15, 2020
BUY
N/A
142,089 New
142,089 $2.91 Million
Q1 2020

May 15, 2020
SELL
N/A
-203,725 Closed
0 $0
Q4 2019

Jan 27, 2020
BUY
N/A
1,698 Added 0.84%
203,725 $5 Million
Q3 2019

Oct 29, 2019
BUY
N/A
96,274 Added 91.04%
202,027 $4.8 Million
Q2 2019

Aug 07, 2019
BUY
N/A
618 Added 0.59%
105,753 $2.41 Million
Q1 2019

May 14, 2019
SELL
N/A
-77,797 Reduced 42.53%
105,135 $2.42 Million
Q4 2018

Feb 12, 2019
SELL
N/A
-10,826 Reduced 5.59%
182,932 $3.86 Million
Q3 2018

Nov 13, 2018
BUY
N/A
7,430 Added 3.99%
193,758 $4.87 Million
Q2 2018

Aug 14, 2018
BUY
N/A
186,328 New
186,328 $4.49 Million
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