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Wisdomtree Tr 90/60 balnced shares owned by Venturi Wealth Management

Quarter-by-quarter ownership of Wisdomtree Tr 90/60 balnced (NTSX) shares owned by Venturi Wealth Management from 13F filings

Historical chart of Venturi Wealth Management investment in Wisdomtree Tr 90/60 balnced

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr 90/60 balnced 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 90/60 balnced by Venturi Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $943k 24k 39.30
2023-03-31 $3.5k 100 35.06
2022-03-31 $640k 16k 40.51
2020-09-30 $2.7M 80k 33.28
2019-09-30 $43k 1.6k 27.74

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 Wisdomtree Tr 90/60 balnced

Halbert Hargrove Global Advisors
Huntington Asset Advisors
CWM
Wealthcare Advisory Partners
WJ Interests
Advisor Group Holdings
Professional Financial Advisors
AE Wealth Management
Wealth Enhancement Advisory Services
Commonwealth Equity Services
AQR Capital Management
Fermata Advisors
Private Advisor
Bnp Paribas Arbitrage, Snc
ORBA Wealth Advisors

View all funds holding Wisdomtree Tr 90/60 balnced