Venturi Wealth Management, LLC Te Connectivity PLC F Transaction History

Venturi Wealth Management, LLC

  • $1.86 Billion
  • Q2 2025
Number of Shares
13,840
Previous 14,199 2.53%
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
Q2 2025

Jul 23, 2025
SELL
N/A
-359 Reduced 2.53%
13,840 $0
Q1 2025

May 06, 2025
BUY
N/A
2,378 Added 20.12%
14,199 $0
Q4 2024

Jan 31, 2025
BUY
N/A
5,274 Added 80.56%
11,821 $0
Q3 2024

Nov 04, 2024
BUY
N/A
6,547 New
6,547 $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