Venturi Wealth Management, LLC's ownership history for UBS

Venturi Wealth Management, LLC currently holds 11.0K shares with a market value of $450.3K. It started holding UBS on 2024-09-30. At its peak, it held 11.0K shares on 2025-09-30. Its highest holding value was $450.3K on 2025-09-30. At its lowest, it held 7.7K shares on 2024-09-30, with a value of $238.9K on 2024-09-30. In the recent 180 days, Venturi Wealth Management, LLC has increased its shares by 2.9K.