Venturi Wealth Management, LLC EMB Holdings History
Venturi Wealth Management, LLC's iShares J.P. Morgan USD Emerging Markets Bond ETF Holding Summary
As of 2025-06-30, Venturi Wealth Management, LLC held 728,660.00 shares of iShares J.P. Morgan USD Emerging Markets Bond ETF(EMB), totaling $67.49 Mil. This investment constitutes 3.33% of their stock portfolio, and Venturi Wealth Management, LLC now holds 0.5% of the outstanding iShares J.P. Morgan USD Emerging Markets Bond ETF(EMB) stock.
The initial trade took place in 2018Q2. And since then Venturi Wealth Management, LLC has made 15 purchases of EMB, at an average price of $91.14, for a total of 2.62 Mil shares. In addition, there have been 12 sales at an average price of $95.33 for 1.89 Mil shares. Based on historical transaction data and EMB's current price of $92.42, Venturi Wealth Management, LLC's estimated gain on his EMB holdings is $8.88 Mil, reflecting a 3.71% gain to date.
Venturi Wealth Management, LLC EMB ($92.42) Holding Chart
Venturi Wealth Management, LLC EMB ($92.42) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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