Venturi Wealth Management, LLC
Holdings in WF
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $464,499 | 7,901 | Shares | Sole | 2026-01-22 |
| 2025-09-30 | $255,538 | 4,551 | Shares | Other | 2025-10-23 |
| 2024-12-31 | $6,187 | 198 | Shares | Other | 2025-01-31 |
| 2024-09-30 | $78,713 | 2,203 | Shares | Other | 2024-11-04 |
| 2024-06-30 | $3,332 | 104 | Shares | Other | 2024-07-19 |