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Alps Etf Tr shares owned by Venturi Wealth Management

Quarter-by-quarter ownership of Alps Etf Tr (OUSM) shares owned by Venturi Wealth Management from 13F filings

Historical chart of Venturi Wealth Management investment in Alps Etf Tr

Tip: Access up to 7 years of quarterly data

All positions including Alps Etf Tr held by Venturi Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Alps Etf Tr by Venturi Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.8k 62 45.08
2024-06-30 $2.7k 66 41.24
2024-03-31 $2.9k 69 42.58
2023-12-31 $2.6k 66 39.18

More positions owned by Venturi Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Broad Usd High (USHY)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
Q2 Holdings (QTWO)
Apple (AAPL)
Capital Group International SHS (CGIE)
Microsoft Corporation (MSFT)
Ishares Tr Jpmorgan Usd Emg (EMB)
NVIDIA Corporation (NVDA)
Atlas Energy Solutions Com New (AESI)
Meta Platforms Cl A (META)
Vanguard Scottsdale Fds Short Term Treas (VGSH)

View all positions for Venturi Wealth Management

Top funds holding Alps Etf Tr

Morgan Stanley
Sanctuary Advisors
Wells Fargo & Company
H D Vest Advisory Services
Thrivent Financial for Lutherans
LPL Financial
Bank of America Corporation
Stonehearth Capital Management
Royal Bank of Canada
Raymond James Financial Services Advisors
Raymond James & Associates
Stifel Financial
Axiom Financial Strategies
Thurston, Springer, Miller, Herd & Titak
Envestnet Asset Management

View all funds holding Alps Etf Tr