A detailed history of Venturi Wealth Management, LLC transactions in Spdr S&P Emerging Markets Smal stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 1,731 shares of EWX stock, worth $100,571. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,731
Previous 111,988 98.45%
Holding current value
$100,571
Previous $6.25 Million 98.4%
% of portfolio
0.01%
Previous 0.43%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 19, 2024

SELL
$54.71 - $59.06 $6.03 Million - $6.51 Million
-110,257 Reduced 98.45%
1,731 $100,000
Q1 2024

Apr 23, 2024

BUY
$53.3 - $56.66 $433,755 - $461,099
8,138 Added 7.84%
111,988 $6.25 Million
Q4 2023

Jan 23, 2024

BUY
$51.03 - $56.87 $29,903 - $33,325
586 Added 0.57%
103,850 $5.86 Million
Q3 2023

Nov 02, 2023

BUY
$52.49 - $55.33 $5.42 Million - $5.71 Million
103,264 New
103,264 $5.52 Million

Others Institutions Holding EWX

About SPDR S&P EMERGING MARKETS SMAL


  • Ticker EWX
  • Sector ETFs
  • Industry ETFs
More about EWX
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.