Venturi Wealth Management, LLC Spdr S&P Insurance ETF Transaction History

Venturi Wealth Management, LLC

  • $1.88 Billion
  • Q4 2024

A detailed history of Venturi Wealth Management, LLC transactions in Spdr S&P Insurance ETF stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 89 shares of KIE stock, worth $5,119. This represents 0.0% of its overall portfolio holdings.

Number of Shares
89
Previous 97 8.25%
Holding current value
$5,119
Previous $5,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025
SELL
$55.65 - $62.03 $445 - $496
-8 Reduced 8.25%
89 $5,000
Q3 2023

Nov 02, 2023
BUY
$40.65 - $43.83 $3,943 - $4,251
97 New
97 $4,000
Q1 2023

May 02, 2023
BUY
$37.44 - $44.1 $3,631 - $4,277
97 New
97 $3,000
Q3 2019

Oct 29, 2019
BUY
$34.6 - $35.33 $42,523 - $43,420
1,229 New
1,229 $43,000
Q4 2017

Feb 13, 2018
SELL
N/A
-6,000 Closed
0 $0
Q3 2017

Nov 14, 2017
BUY
N/A
6,000
6,000 $544,000

Others Institutions Holding KIE

# of Institutions
169
Shares Held
12.7M
Call Options Held
99.4K
Put Options Held
567K
View Full List

About SPDR S&P INSURANCE ETF

KIE Quotes by TradingView
  • Ticker KIE
  • Sector ETFs
  • Industry ETFs
More about KIE
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