Venturi Wealth Management, LLC's ownership history for LPLA

Venturi Wealth Management, LLC currently holds 806 shares with a market value of $287.9K. It started holding LPLA on 2024-09-30. At its peak, it held 2.1K shares on 2025-03-31. Its highest holding value was $686.7K on 2025-03-31. At its lowest, it held 806 shares on 2025-12-31, with a value of $287.9K on 2025-12-31. In the recent 180 days, Venturi Wealth Management, LLC has decreased its shares by 887. In the recent year, Venturi Wealth Management, LLC has decreased its shares by 1.3K.