Venturi Wealth Management, LLC
Holdings in CLMB
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $83,953 | 3,267 | Shares | Sole | 2026-01-22 |
| 2025-09-30 | $108,377 | 3,215 | Shares | Sole | 2025-10-23 |
| 2025-06-30 | $84,512 | 3,162 | Shares | Sole | 2025-07-23 |
| 2025-03-31 | $86,032 | 3,107 | Shares | Other | 2025-05-06 |
| 2024-12-31 | $97,217 | 3,068 | Shares | Other | 2025-01-31 |
| 2024-09-30 | $75,302 | 3,026 | Shares | Other | 2024-11-04 |
| 2024-06-30 | $46,793 | 2,980 | Shares | Other | 2024-07-19 |
| 2024-03-31 | $51,990 | 2,934 | Shares | Other | 2024-04-23 |
| 2023-12-31 | $39,875 | 2,909 | Shares | Other | 2024-01-23 |
| 2023-09-30 | $30,988 | 2,882 | Shares | Other | 2023-11-02 |
| 2023-06-30 | $34,160 | 2,855 | Shares | Other | 2023-07-24 |
| 2023-03-31 | $38,235 | 2,870 | Shares | Other | 2023-05-02 |