Venturi Wealth Management, LLC's ownership history for LPLA


Venturi Wealth Management, LLC currently holds 1.1K shares with a market value of $381.3K. It started holding LPLA on 2024-09-30. At its peak, it held 2.1K shares on 2025-03-31. Its highest holding value was $686.7K on 2025-03-31. At its lowest, it held 1.1K shares on 2025-09-30, with a value of $381.3K on 2025-09-30. In the recent 180 days, Venturi Wealth Management, LLC has decreased its shares by 953.


Venturi Wealth Management, LLC's ownership history for LPLA