Venturi Wealth Management, LLC TXO PARTNERS LP Transaction History

Venturi Wealth Management, LLC

  • $1.45 Billion
  • Q1 2024
Number of Shares
2,800
Previous 2,700 3.7%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024
BUY
N/A
100 Added 3.7%
2,800 $0
Q4 2023

Jan 23, 2024
BUY
N/A
400 Added 17.39%
2,700 $0
Q3 2023

Nov 02, 2023
BUY
N/A
900 Added 64.29%
2,300 $0
Q2 2023

Jul 24, 2023
BUY
N/A
1,400 New
1,400 $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