Venturi Wealth Management, LLC Simplify Exchange (traded Funds Simplify MBS Etf) Transaction History

Venturi Wealth Management, LLC

  • $1.86 Billion
  • Q2 2025
Number of Shares
15,974
Previous 16,333 2.2%
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
SELL
N/A
-359 Reduced 2.2%
15,974 $0
Q1 2025

May 06, 2025
SELL
N/A
-455 Reduced 2.71%
16,333 $0
Q4 2024

Jan 31, 2025
BUY
N/A
1,182 Added 7.57%
16,788 $0
Q3 2024

Nov 04, 2024
SELL
N/A
-1,711 Reduced 9.88%
15,606 $0
Q2 2024

Jul 19, 2024
BUY
N/A
16,317 Added 1631.7%
17,317 $0
Q1 2024

Apr 23, 2024
BUY
N/A
100 Added 11.11%
1,000 $0
Q4 2023

Jan 23, 2024
BUY
N/A
900 New
900 $0
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