Independent Bank shares owned by Venturi Wealth Management
Quarter-by-quarter ownership of Independent Bank shares owned by Venturi Wealth Management
from 13F filings
Historical chart of Venturi Wealth Management investment in Independent Bank
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All positions including Independent Bank held by Venturi Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Independent Bank by Venturi Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $38k | 663 | 57.66 |
| 2024-06-30 | $30k | 663 | 45.52 |
| 2024-03-31 | $30k | 663 | 45.65 |
| 2023-12-31 | $34k | 663 | 50.88 |
| 2023-09-30 | $26k | 663 | 39.55 |
| 2023-06-30 | $23k | 663 | 34.53 |
| 2023-03-31 | $31k | 663 | 46.35 |