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Listed Fd Tr truemark tech ai shares owned by Venturi Wealth Management

Quarter-by-quarter ownership of Listed Fd Tr truemark tech ai (LRNZ) shares owned by Venturi Wealth Management from 13F filings

Historical chart of Venturi Wealth Management investment in Listed Fd Tr truemark tech ai

Tip: Access up to 7 years of quarterly data

All positions including Listed Fd Tr truemark tech ai held by Venturi Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Listed Fd Tr truemark tech ai by Venturi Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.9k 49 38.22

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Vanguard Index Fds Growth Etf (VUG)
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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 Listed Fd Tr truemark tech ai

Advisor Group Holdings
Commonwealth Equity Services
Prime Capital Investment Advisors
Acorn Wealth Advisors
Weaver Consulting Group
Signature
Harbour Investments
Capital Investment Advisory Services
Carolina Wealth Advisors
Us Bancorp
Bogart Wealth
Sunbelt Securities
UBS Group
CWM

View all funds holding Listed Fd Tr truemark tech ai