Venturi Wealth Management’s SS&C Technologies SSNC Stock Holding History

Venturi Wealth Management’s Portfolio SSNC Stock Details SSNC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$215K	Buy
2024 Q3	$51.1K	Buy
2024 Q2	$40.3K	Buy
2024 Q1	$13.1K	Buy
2023 Q2	–	Sell
2023 Q1	$4.97K	Buy