Venturi Wealth Management, LLC's ownership history for WAL

Venturi Wealth Management, LLC currently holds 4.8K shares with a market value of $400.4K. It started holding WAL on 2024-09-30. At its peak, it held 5.7K shares on 2025-03-31. Its highest holding value was $468.8K on 2025-09-30. At its lowest, it held 3.0K shares on 2024-09-30, with a value of $262.2K on 2024-09-30. In the recent 180 days, Venturi Wealth Management, LLC has decreased its shares by 643. In the recent year, Venturi Wealth Management, LLC has increased its shares by 1.7K.