VWM
BMTX.WS

Venturi Wealth Management’s BM Technologies, Inc. Warrants, each warrant exercisable for one share of Common Stock at an exercise price of $11.50 BMTX.WS Stock Holding History

Venturi Wealth Management’s Portfolio BMTX.WS Stock Details BMTX.WS Fund Activity
Upgrade to unlock
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
2024
Q3 		$373 Hold
2024
Q2 		$554 Hold
2024
Q1 		$155 Hold
2023
Q4 		$440 Hold
2023
Q3 		$901 Buy
2023
Q2 		$1.5K Hold
2023
Q1 		$2.6K Buy