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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

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Quarterly reported holdings in Wisdomtree Tr brclys us aggr by Venturi Wealth Management

Quarter filed Position value Share count Share price at filing
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

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View all positions for Venturi Wealth Management

Top funds holding Wisdomtree Tr brclys us aggr

Bank of America Corporation
CWM
Wealth Enhancement Advisory Services
Savant Capital Management
SimpliFi
UBS Group
AE Wealth Management
Trilogy Capital
Mercer Global Advisors
Private Advisor
Prestige Wealth Management Group
Symphony Financial
First Foundation Advisors
Schwallier Wealth Management
Sequoia Financial Advisors

View all funds holding Wisdomtree Tr brclys us aggr