Venturi Wealth Management »

Oportun Finl Corp shares owned by Venturi Wealth Management

Quarter-by-quarter ownership of Oportun Finl Corp (OPRT) shares owned by Venturi Wealth Management from 13F filings

Historical chart of Venturi Wealth Management investment in Oportun Finl Corp

Tip: Access up to 7 years of quarterly data

All positions including Oportun Finl Corp 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 Oportun Finl Corp by Venturi Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.9k 2.0k 2.43
2023-12-31 $7.8k 2.0k 3.91
2023-09-30 $6.0k 835 7.22
2023-06-30 $5.0k 835 5.97
2023-03-31 $3.2k 835 3.86

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 Oportun Finl Corp

Neuberger Berman Group
Findell Capital Management
Vanguard Group
Long Focus Capital Management
Millennium Management
Glynn Capital Management
Dimensional Fund Advisors
Park West Asset Management
Summa Corp.
Tejara Capital
Jacobs Levy Equity Management
Two Sigma Advisers
Two Sigma Investments
Marshall Wace
Stifel Financial

View all funds holding Oportun Finl Corp