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Destiny Tech100 shares owned by Visionary Wealth Advisors

Quarter-by-quarter ownership of Destiny Tech100 (DXYZ) shares owned by Visionary Wealth Advisors from 13F filings

Historical chart of Visionary Wealth Advisors investment in Destiny Tech100

Tip: Access up to 7 years of quarterly data

All positions including Destiny Tech100 held by Visionary Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Destiny Tech100 by Visionary Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $120k 12k 9.95

More positions owned by Visionary Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Microsoft Corporation (MSFT)
Quanta Services (PWR)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr Core Us Aggbd Et (AGG)
Procter & Gamble Company (PG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Rus 1000 Grw Etf (IWF)
Cisco Systems (CSCO)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)

View all positions for Visionary Wealth Advisors

Top funds holding Destiny Tech100

Commonwealth Equity Services
Morgan Stanley
Cambridge Investment Research Advisors
Advisory Services Network
Evanson Asset Management
Atomi Financial Group
HPM Partners
Verity Asset Management
Visionary Wealth Advisors
Virtu Financial
Strategy Asset Managers
Advisor Group Holdings
Bartlett & Co. Wealth Management
Wells Fargo & Company
Asset Dedication

View all funds holding Destiny Tech100