iShares S&P Conservative Allocatn Fd ETF shares owned by Venturi Wealth Management
Quarter-by-quarter ownership of iShares S&P Conservative Allocatn Fd ETF (AOK) shares owned by Venturi Wealth Management
from 13F filings
Historical chart of Venturi Wealth Management investment in iShares S&P Conservative Allocatn Fd ETF
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P Conservative Allocatn Fd ETF 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 iShares S&P Conservative Allocatn Fd ETF by Venturi Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $22k | 590 | 36.83 |
2023-12-31 | $21k | 590 | 36.15 |
2023-09-30 | $20k | 590 | 33.96 |
2023-06-30 | $21k | 590 | 35.24 |
2023-03-31 | $21k | 590 | 34.96 |
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