Venturi Wealth Management, LLC
Q1 2024 13F Holdings
Location
Austin, TX
Holdings as of
3/31/2024
Value ($000)
$1,557,037
Num holdings
1,363
Date filed
4/23/2024
Form type
13F-HR
Prev filing
1/23/2024
Next filing
SEC
View on sec.gov
Compare Q1 2024 to
2023 Q4
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Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type