Venturi Wealth Management, LLC Options Holdings

Venturi Wealth Management, LLC

  • $1.57 Billion
  • Q2 2024

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 2,439
  • Current Value $1.57 Billion
  • Prior Value $1.45 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 19, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 193 stocks
  • Additional Purchases 734 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 274 stocks
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.

Choose your preferred platform and Sign Up 👇 Telegram Email