Venturi Wealth Management, LLC Options Holdings

Venturi Wealth Management, LLC

  • $1.77 Billion
  • Q3 2024

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
CRM
Salesforce, Inc.

Technology
PUT
$465,000
1.7K
Q3 2024
New holding
IWM
Ishares Russell 2000 ETF

ETFs
CALL
$441,000
2K
Q3 2024
New holding

Summary

  • Portfolio
  • No. of Stocks 2,757
  • Current Value $1.77 Billion
  • Prior Value $1.57 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 04, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 359 stocks
  • Additional Purchases 738 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 402 stocks
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