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iShares S&P Global Industrials Sec shares owned by Venturi Wealth Management

Quarter-by-quarter ownership of iShares S&P Global Industrials Sec (EXI) shares owned by Venturi Wealth Management from 13F filings

Historical chart of Venturi Wealth Management investment in iShares S&P Global Industrials Sec

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Global Industrials Sec held by Venturi Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P Global Industrials Sec by Venturi Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $24k 175 139.70
2023-12-31 $22k 175 127.43
2023-09-30 $22k 191 113.02

More positions owned by Venturi Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Us Vlu (IUSV)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Tr Broad Usd High (USHY)
Capital Group International SHS (CGIE)
Atlas Energy Solutions Com New (AESI)
Microsoft Corporation (MSFT)
Apple (AAPL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Venturi Wealth Management

Top funds holding iShares S&P Global Industrials Sec

Fisher Investments
Bank of America Corporation
Wharton Business Group
Jane Street
Royal Bank of Canada
Slow Capital
Wells Fargo & Company
UBS Group
NTV Asset Management
Gladstone Institutional Advisory
Total Clarity Wealth Management
HPM Partners
Vontobel Holding
Baker Avenue Asset Management
Wilbanks Smith & Thomas Asset Management

View all funds holding iShares S&P Global Industrials Sec