Venturi Wealth Management, LLC
Holdings in IX
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $565,318 | 19,347 | Shares | Sole | 2026-01-22 |
| 2025-09-30 | $308,085 | 11,795 | Shares | Other | 2025-10-23 |
| 2025-06-30 | $217,453 | 9,656 | Shares | Other | 2025-07-23 |
| 2024-12-31 | $3,548 | 167 | Shares | Other | 2025-01-31 |
| 2024-09-30 | $1,833 | 79 | Shares | Other | 2024-11-04 |
| 2024-06-30 | $1,268 | 57 | Shares | Other | 2024-07-19 |