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Global X Funds shares owned by Venturi Wealth Management

Quarter-by-quarter ownership of Global X Funds (SOCL) shares owned by Venturi Wealth Management from 13F filings

Historical chart of Venturi Wealth Management investment in Global X Funds

Tip: Access up to 7 years of quarterly data

All positions including Global X Funds held by Venturi Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Global X Funds by Venturi Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.3k 57 40.28
2023-12-31 $2.3k 57 40.39
2023-09-30 $2.0k 57 35.86
2023-06-30 $2.1k 57 36.60
2023-03-31 $2.1k 57 37.00
2019-09-30 $2.0k 57 35.09