Venturi Wealth Management, LLC's ownership history for IBKR

Venturi Wealth Management, LLC currently holds 13.5K shares with a market value of $932.1K. It started holding IBKR on 2024-09-30. At its peak, it held 13.9K shares on 2025-06-30. Its highest holding value was $932.1K on 2025-09-30. At its lowest, it held 4.1K shares on 2025-03-31, with a value of $610.0K on 2024-09-30. In the recent 180 days, Venturi Wealth Management, LLC has increased its shares by 9.5K.