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Hennessy Fds Tr shares owned by Venturi Wealth Management

Quarter-by-quarter ownership of Hennessy Fds Tr (STNC) shares owned by Venturi Wealth Management from 13F filings

Historical chart of Venturi Wealth Management investment in Hennessy Fds Tr

Tip: Access up to 7 years of quarterly data

All positions including Hennessy Fds 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 Hennessy Fds Tr by Venturi Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.3k 43 30.28

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 Hennessy Fds Tr

Robertson Stephens Wealth Management
Essex
Wealth Enhancement Advisory Services
HPM Partners
Cedar Mountain Advisors
Commonwealth Equity Services
Gts Securities
Royal Bank of Canada
Horizon Financial Services
UBS Group
Wetzel Investment Advisors
CWM
Wells Fargo & Company
Key FInancial
Advisor Group Holdings

View all funds holding Hennessy Fds Tr