Wisdomtree Tr brclys us aggr shares owned by Venturi Wealth Management
Quarter-by-quarter ownership of Wisdomtree Tr brclys us aggr (AGGY) shares owned by Venturi Wealth Management
from 13F filings
Historical chart of Venturi Wealth Management investment in Wisdomtree Tr brclys us aggr
Tip: Access up to 7 years of quarterly data
All positions including Wisdomtree Tr brclys us aggr held by Venturi Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Wisdomtree Tr brclys us aggr by Venturi Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $51k | 1.1k | 44.71 |
2024-06-30 | $49k | 1.1k | 42.96 |
2024-03-31 | $119k | 2.7k | 43.40 |
2023-12-31 | $70k | 1.6k | 44.02 |
2023-09-30 | $47k | 1.1k | 41.51 |
2023-03-31 | $49k | 1.1k | 43.69 |
2019-09-30 | $7.0k | 130 | 53.85 |