Venturi Wealth Management, LLC's ownership history for WTM


Venturi Wealth Management, LLC currently holds 214 shares with a market value of $357.7K. 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 decreased its shares by 35.


Venturi Wealth Management, LLC's ownership history for WTM