Venturi Wealth Management, LLC
Q4 2024 13F Holdings
Location
Austin, TX
Holdings as of
12/31/2024
Value ($000)
$2,032,358
Num holdings
1,922
Date filed
1/31/2025
Form type
13F-HR
Prev filing
11/4/2024
Next filing
SEC
View on sec.gov
Compare Q4 2024 to
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2021 Q3 - RESTATEMENT
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Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type