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Global X Fds shares owned by Venturi Wealth Management

Quarter-by-quarter ownership of Global X Fds (SHLD) shares owned by Venturi Wealth Management from 13F filings

Historical chart of Venturi Wealth Management investment in Global X Fds

Tip: Access up to 7 years of quarterly data

All positions including Global X Fds held by Venturi Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Global X Fds by Venturi Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.7k 126 37.23
2024-06-30 $3.4k 104 33.13
2024-03-31 $1.8k 55 33.20

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 Global X Fds

Menora Mivtachim Holdings
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Advisor Group Holdings
Sterling Manor Financial
Orion Portfolio Solutions
Phoenix Holdings
Merit Financial Group
Cambridge Investment Research Advisors
Jane Street
LPL Financial
Mml Investors Services
Susquehanna International
Sharkey, Howes & Javer
Beck Capital Management

View all funds holding Global X Fds