Venturi Wealth Management, LLC's ownership history for WTM


Venturi Wealth Management, LLC currently holds 221 shares with a market value of $459.2K. It started holding WTM on 2024-09-30. At its peak, it held 249 shares on 2025-03-31. Its highest holding value was $479.5K on 2025-03-31. At its lowest, it held 213 shares on 2025-06-30, with a value of $357.7K on 2025-09-30. In the recent 180 days, Venturi Wealth Management, LLC has increased its shares by 8. In the recent year, Venturi Wealth Management, LLC has increased its shares by 0.


Venturi Wealth Management, LLC's ownership history for WTM