Venturi Wealth Management, LLC ETFs

Venturi Wealth Management, LLC

  • $1.88 Billion
  • Q4 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$8,000 0.0% of portfolio
220
Q1 2024 Reduced 8.71%
$0
$7,000 0.0% of portfolio
200
Q4 2024 Reduced 20.0%
$0
$7,000 0.0% of portfolio
80
Q3 2024 Added 1.27%
$0
$7,000 0.0% of portfolio
320
Q3 2024 New
$0
$7,000 0.0% of portfolio
36
Q4 2024 Reduced 21.74%
$0
$6,000 0.0% of portfolio
107
Q2 2024 Added 10.31%
$0
$6,000 0.0% of portfolio
97
Q3 2024 New
$0
$6,000 0.0% of portfolio
148
Q1 2023 New
$0
$6,000 0.0% of portfolio
125
Q1 2024 Reduced 50.0%
$0
$6,000 0.0% of portfolio
57
Q4 2024 Added 72.73%
$0
$5,000 0.0% of portfolio
169
Q4 2024 Added 0.6%
$0
$5,000 0.0% of portfolio
239
Q4 2024 Reduced 21.64%
$0
$5,000 0.0% of portfolio
354
Q3 2024 New
$52B
$5,000 0.0% of portfolio
72
Q3 2024 Reduced 18.18%
$0
$5,000 0.0% of portfolio
66
Q1 2024 Added 200.0%
$0
$5,000 0.0% of portfolio
14
Q3 2023 New
$0
$4,000 0.0% of portfolio
87
Q3 2023 Reduced 88.35%
$0
$4,000 0.0% of portfolio
42
Q1 2023 New
$0
$4,000 0.0% of portfolio
159
Q1 2024 Reduced 50.0%
$0
$4,000 0.0% of portfolio
116
Q4 2024 New
$0
$4,000 0.0% of portfolio
57
Q4 2024 Reduced 26.92%
$0
$3,000 0.0% of portfolio
81
Q4 2024 Reduced 7.95%
$0
$3,000 0.0% of portfolio
20
Q1 2023 New
$0
$2,000 0.0% of portfolio
117
Q3 2024 Added 74.63%
$0
$2,000 0.0% of portfolio
100
Q2 2024 Reduced 28.06%
$0
$2,000 0.0% of portfolio
100
Q1 2023 New
$0
$2,000 0.0% of portfolio
57
Q1 2023 New
$0
$2,000 0.0% of portfolio
42
Q3 2024 Added 2.44%
$0
$2,000 0.0% of portfolio
25
Q4 2024 Added 31.58%
$0
$2,000 0.0% of portfolio
99
Q4 2024 New
$0
$2,000 0.0% of portfolio
43
Q4 2024 Reduced 92.01%
$0
$2,000 0.0% of portfolio
20
Q1 2024 Added 100.0%
$0
$2,000 0.0% of portfolio
30
Q1 2023 New
$0
$2,000 0.0% of portfolio
46
Q1 2024 Reduced 51.58%
$0
$1,000 0.0% of portfolio
500
Q1 2023 New
$0
$1,000 0.0% of portfolio
10
Q4 2024 Reduced 41.18%
$0
$1,000 0.0% of portfolio
29
Q4 2024 Reduced 89.45%
$0
$1,000 0.0% of portfolio
10
Q3 2024 New
$0
$1,000 0.0% of portfolio
200
Q1 2023 New
$0
$1,000 0.0% of portfolio
60
Q2 2024 Added 30.43%
$0
$1,000 0.0% of portfolio
16
Q3 2024 New
$0
$1,000 0.0% of portfolio
30
Q4 2024 Reduced 40.0%
$0
$1,000 0.0% of portfolio
38
Q2 2024 New
$0
$1,000 0.0% of portfolio
49
Q1 2024 Reduced 80.86%
$0
$1,000 0.0% of portfolio
6
Q4 2024 Reduced 66.67%
$0
$1,000 0.0% of portfolio
49
Q1 2023 New
$0
$1,000 0.0% of portfolio
25
Q2 2024 Reduced 95.95%
$0
$1,000 0.0% of portfolio
23
Q1 2023 New
$0
$1,000 0.0% of portfolio
40
Q1 2024 Reduced 50.62%
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