Venturi Wealth Management, LLC's ownership history for SPY

Venturi Wealth Management, LLC currently holds 15.2K shares with a market value of $10.2M. It started holding SPY on 2024-09-30. At its peak, it held 15.2K shares on 2025-09-30. Its highest holding value was $10.2M on 2025-09-30. At its lowest, it held 12.0K shares on 2024-09-30, with a value of $6.9M on 2024-09-30. In the recent 180 days, Venturi Wealth Management, LLC has increased its shares by 1.8K.

It has also owned 22 contracts of calls, with the market value of the underlying securities totaling $1.2M on 2025-03-31. At its peak, it held 22 contracts of calls on 2025-03-31 and it owned calls with the market value of the underlying securities totaling $1.2M on 2025-03-31. At its lowest, it held 22 contracts of calls on 2025-03-31 and it owned calls with the market value of the underlying securities totaling $1.2M on 2025-03-31.