Venturi Wealth Management, LLC Banks—Regional

Venturi Wealth Management, LLC

  • $1.88 Billion
  • Q4 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$9B
$906,000 0.05% of portfolio
6,753
Q4 2024 Added 12.7%
$60.6B
$728,000 0.04% of portfolio
16,799
Q4 2024 Added 64.23%
$8.73B
$575,000 0.03% of portfolio
5,028
Q4 2024 Added 87.89%
$41.4B
$562,000 0.03% of portfolio
32,990
Q4 2024 Added 1.58%
$9.48B
$471,000 0.03% of portfolio
5,649
Q4 2024 Added 86.37%
$30.7B
$450,000 0.02% of portfolio
213
Q4 2024 Added 10.36%
$68.2B
$378,000 0.02% of portfolio
7,911
Q4 2024 Added 310.32%
$98.1B
$305,000 0.02% of portfolio
10,244
Q4 2024 Reduced 14.15%
$7.52B
$268,000 0.01% of portfolio
2,157
Q4 2024 Added 10.5%
$7.32B
$256,000 0.01% of portfolio
2,731
Q4 2024 Added 1,938.06%
$3.97B
$237,000 0.01% of portfolio
3,400
Q4 2024 Added 13.33%
$9.81B
$232,000 0.01% of portfolio
4,216
Q4 2024 Added 2,486.5%
$5.26B
$219,000 0.01% of portfolio
4,365
Q4 2024 Added 45.74%
$3.81B
$199,000 0.01% of portfolio
1,706
Q4 2024 Reduced 17.02%
$22.3B
$152,000 0.01% of portfolio
3,487
Q4 2024 Reduced 14.45%
$7.99B
$152,000 0.01% of portfolio
2,802
Q4 2024 Added 13.44%
$6.04B
$127,000 0.01% of portfolio
4,489
Q4 2024 New
$33.5B
$116,000 0.01% of portfolio
619
Q4 2024 Added 26.84%
$76B
$115,000 0.01% of portfolio
597
Q4 2024 Added 1.88%
$4.4B
$104,000 0.01% of portfolio
1,675
Q4 2024 New
$11.2B
$100,000 0.01% of portfolio
5,000
Q4 2024 New
$5.61B
$97,000 0.01% of portfolio
2,185
Q4 2024 Added 37.42%
$21.9B
$96,000 0.01% of portfolio
4,108
Q4 2024 Added 10.79%
$5.17B
$95,000 0.01% of portfolio
850
Q4 2024 New
$2.63B
$90,000 0.0% of portfolio
2,400
Q4 2024 New
$3.37B
$82,000 0.0% of portfolio
1,725
Q4 2024 New
$1.73B
$75,000 0.0% of portfolio
2,750
Q4 2024 New
$1.41B
$70,000 0.0% of portfolio
1,789
Q4 2024 New
$1.05B
$65,000 0.0% of portfolio
3,600
Q4 2024 New
$3.1B
$62,000 0.0% of portfolio
966
Q4 2024 New
$23.3B
$53,000 0.0% of portfolio
3,279
Q4 2024 Added 27.24%
$22.1B
$48,000 0.0% of portfolio
845
Q4 2024 Reduced 22.26%
$29.4B
$43,000 0.0% of portfolio
1,035
Q4 2024 Added 54.71%
$7.28B
$42,000 0.0% of portfolio
396
Q4 2024 Added 33.78%
$2.5B
$40,000 0.0% of portfolio
663
Q1 2023 New
$3.97B
$36,000 0.0% of portfolio
470
Q4 2024 New
$15.8B
$35,000 0.0% of portfolio
2,100
Q4 2024 Reduced 16.86%
$7.54B
$29,000 0.0% of portfolio
578
Q4 2024 Added 3.21%
$7.64B
$26,000 0.0% of portfolio
425
Q4 2024 Added 11.26%
$2.01B
$26,000 0.0% of portfolio
935
Q4 2024 New
$110B
$20,000 0.0% of portfolio
325
Q4 2024 Added 90.06%
$17.8B
$18,000 0.0% of portfolio
529
Q4 2024 Added 37.4%
$3.38B
$15,000 0.0% of portfolio
588
Q4 2024 Added 103.46%
$5.18B
$13,000 0.0% of portfolio
911
Q4 2024 Added 10.02%
$8.56B
$11,000 0.0% of portfolio
188
Q2 2024 Reduced 68.35%
$274M
$7,000 0.0% of portfolio
779
Q3 2024 New
$8.55B
$6,000 0.0% of portfolio
198
Q4 2024 Reduced 91.01%
$13.3B
$5,000 0.0% of portfolio
227
Q4 2024 Added 176.83%
$10.3B
$5,000 0.0% of portfolio
178
Q4 2024 Reduced 79.47%
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