Venturi Wealth Management, LLC
Holdings in CHT
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $357,454 | 8,570 | Shares | Sole | 2026-01-22 |
| 2025-09-30 | $303,769 | 6,964 | Shares | Other | 2025-10-23 |
| 2025-06-30 | $242,418 | 5,201 | Shares | Other | 2025-07-23 |
| 2024-12-31 | $16,453 | 437 | Shares | Other | 2025-01-31 |
| 2024-09-30 | $3,213 | 81 | Shares | Other | 2024-11-04 |