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Venturi Wealth Management’s Douglas Emmett DEI Stock Holding History

Venturi Wealth Management’s Portfolio DEI Stock Details DEI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,821
Closed -$52.4K – 877
2024
Q4 		$52.4K Buy
2,821
+100
+4% +$1.86K ﹤0.01% 1004
2024
Q3 		$47.8K Buy
+2,721
New +$47.8K ﹤0.01% 776