Venturi Wealth Management, LLC
Holdings in NUV
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $953,501 | 105,243 | Shares | Sole | 2026-01-22 |
| 2025-09-30 | $845,646 | 94,170 | Shares | Sole | 2025-10-23 |
| 2025-06-30 | $806,127 | 92,765 | Shares | Other | 2025-07-23 |
| 2025-03-31 | $811,944 | 92,582 | Shares | Sole | 2025-05-06 |
| 2024-12-31 | $612,114 | 71,259 | Shares | Sole | 2025-01-31 |
| 2024-09-30 | $476,625 | 52,841 | Shares | Sole | 2024-11-04 |
| 2024-06-30 | $428,850 | 49,693 | Shares | Sole | 2024-07-19 |
| 2024-03-31 | $401,966 | 46,150 | Shares | Sole | 2024-04-23 |
| 2023-12-31 | $232,397 | 27,023 | Shares | Sole | 2024-01-23 |
| 2023-09-30 | $80,914 | 9,796 | Shares | Sole | 2023-11-02 |