Venturi Wealth Management, LLC's ownership history for XLP

Venturi Wealth Management, LLC currently holds 29.4K shares with a market value of $2.3M. It started holding XLP on 2024-09-30. At its peak, it held 40.7K shares on 2025-06-30. Its highest holding value was $3.3M on 2025-06-30. At its lowest, it held 28.5K shares on 2025-03-31, with a value of $2.3M on 2025-09-30. In the recent 180 days, Venturi Wealth Management, LLC has increased its shares by 943.