Venturi Wealth Management »

Sunrise Rlty Tr shares owned by Venturi Wealth Management

Quarter-by-quarter ownership of Sunrise Rlty Tr shares owned by Venturi Wealth Management from 13F filings

Historical chart of Venturi Wealth Management investment in Sunrise Rlty Tr

Tip: Access up to 7 years of quarterly data

All positions including Sunrise Rlty Tr held by Venturi Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Sunrise Rlty Tr by Venturi Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.4k 307 14.39

More positions owned by Venturi Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Broad Usd High (USHY)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
Q2 Holdings (QTWO)
Apple (AAPL)
Capital Group International SHS (CGIE)
Microsoft Corporation (MSFT)
Ishares Tr Jpmorgan Usd Emg (EMB)
NVIDIA Corporation (NVDA)
Atlas Energy Solutions Com New (AESI)
Meta Platforms Cl A (META)
Vanguard Scottsdale Fds Short Term Treas (VGSH)

View all positions for Venturi Wealth Management

Top funds holding Sunrise Rlty Tr

Daniel D. Thurber
BlackRock
Geode Capital Management
Northern Trust
Mirae Asset Global Etfs Holdings
Bank of New York Mellon
Thomas Stevens, CFA"
Penserra Capital Management
Invesco
Charles Schwab Investment Management
Susquehanna International
Jpmorgan Chase & Co
Catalyst Capital Advisors
LSV Asset Management
Rhumbline Advisers

View all funds holding Sunrise Rlty Tr