Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2020

Nov 03, 2020

SELL
N/A
-13,537 Closed
0 $0
Q2 2020

Aug 05, 2020

BUY
N/A
3,527 Added 35.23%
13,537 $492,000
Q1 2020

May 15, 2020

BUY
N/A
10,010 New
10,010 $347,000
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.