Venturi Wealth Management, LLC BlackRock ETF Trust (ii Flexible Income) Transaction History

Venturi Wealth Management, LLC

  • $1.96 Billion
  • Q3 2025
Number of Shares
14,786
Previous 13,271 11.42%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
BUY
N/A
1,515 Added 11.42%
14,786 $0
Q2 2025

Jul 23, 2025
BUY
N/A
4 Added 0.03%
13,271 $0
Q1 2025

May 06, 2025
SELL
N/A
-60 Reduced 0.45%
13,267 $0
Q4 2024

Jan 31, 2025
BUY
N/A
4,555 Added 51.93%
13,327 $0
Q3 2024

Nov 04, 2024
SELL
N/A
-30 Reduced 0.34%
8,772 $0
Q2 2024

Jul 19, 2024
BUY
N/A
8,802 New
8,802 $0
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