Venturi Wealth Management, LLC Options Holdings
Venturi Wealth Management, LLC
- $1.86 Billion
- Q2 2025
Options Holdings Table
Stock | Option Type | Value | Options Held | Last Trade | Trade History |
---|
Summary
- Portfolio
- No. of Stocks 935
- Current Value $1.86 Billion
- Prior Value $1.77 Billion
- Filing
- Period Q2 2025
- Filing Date July 23, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 67 stocks
- Additional Purchases 176 stocks
- Sold out of 0 stocks
- Reduced holdings in 263 stocks