Number of Shares
13,271
Previous 13,267 0.03%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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