Venturi Wealth Management »

Innovation Shares Nextgen Protocol Etf etf shares owned by Venturi Wealth Management

Quarter-by-quarter ownership of Innovation Shares Nextgen Protocol Etf etf (KOIN) shares owned by Venturi Wealth Management from 13F filings

Historical chart of Venturi Wealth Management investment in Innovation Shares Nextgen Protocol Etf etf

Tip: Access up to 7 years of quarterly data

All positions including Innovation Shares Nextgen Protocol Etf etf 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 Innovation Shares Nextgen Protocol Etf etf by Venturi Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $14k 430 33.21
2023-12-31 $13k 430 31.03
2023-09-30 $12k 430 28.45
2023-06-30 $13k 430 29.36
2023-03-31 $12k 430 28.66
2019-09-30 $12k 430 27.91

More positions owned by Venturi Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Us Vlu (IUSV)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Tr Broad Usd High (USHY)
Capital Group International SHS (CGIE)
Atlas Energy Solutions Com New (AESI)
Microsoft Corporation (MSFT)
Apple (AAPL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Venturi Wealth Management

Top funds holding Innovation Shares Nextgen Protocol Etf etf

Jane Street
Advisor Group Holdings
Venturi Wealth Management
UBS Group
Sunbelt Securities
Armstrong Advisory Group
Benjamin F. Edwards & Company
Richard W. Paul & Associates
Bank Of Montreal
TD Waterhouse Canada
Larson Financial Group
Wells Fargo & Company

View all funds holding Innovation Shares Nextgen Protocol Etf etf