A detailed history of Venturi Wealth Management, LLC transactions in Zions Bancorporation, National Association stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 2,470 shares of ZION stock, worth $135,775. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,470
Previous 799 209.14%
Holding current value
$135,775
Previous $34,000 241.18%
% of portfolio
0.01%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024

BUY
$42.49 - $52.53 $71,000 - $87,777
1,671 Added 209.14%
2,470 $116,000
Q2 2024

Jul 19, 2024

BUY
$39.24 - $45.1 $16,677 - $19,167
425 Added 113.64%
799 $34,000
Q1 2024

Apr 23, 2024

BUY
$38.08 - $44.93 $11,424 - $13,479
300 Added 405.41%
374 $16,000
Q4 2023

Jan 23, 2024

SELL
$29.45 - $45.67 $1,884 - $2,922
-64 Reduced 46.38%
74 $3,000
Q3 2023

Nov 02, 2023

BUY
$27.78 - $38.69 $3,833 - $5,339
138 New
138 $4,000

Others Institutions Holding ZION

About ZIONS BANCORPORATION, NATIONAL ASSOCIATION


  • Ticker ZION
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 149,611,008
  • Market Cap $8.22B
  • Description
  • Zions Bancorporation, National Association provides various banking and related services primarily in the states of Arizona, California, Colorado, Idaho, Nevada, New Mexico, Oregon, Texas, Utah, Washington, and Wyoming. The company offers corporate banking services; commercial banking, including a focus on small- and medium-sized businesses; com...
More about ZION
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.