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Ventas shares owned by Dynamic Wealth Strategies

Quarter-by-quarter ownership of Ventas (VTR) shares owned by Dynamic Wealth Strategies from 13F filings

Historical chart of Dynamic Wealth Strategies investment in Ventas

Tip: Access up to 7 years of quarterly data

All positions including Ventas held by Dynamic Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ventas by Dynamic Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-03-31 $35k 812 43.10

More positions owned by Dynamic Wealth Strategies

Vanguard Index Fds Value Etf (VTV)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Expnd Tec Sc Etf (IGM)
Spdr Ser Tr Portfolio Short (SPSB)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr Eafe Value Etf (EFV)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Ishares Tr Us Sml Cap Eqt (SMLF)
Ishares Tr Jpmorgan Usd Emg (EMB)

View all positions for Dynamic Wealth Strategies

Top funds holding Ventas

Vanguard Group
BlackRock
State Street Corporation
FMR
Jpmorgan Chase & Co
Principal Financial Group
APG Asset Management US
Geode Capital Management
Centersquare Investment Management
Legal & General Group
Dimensional Fund Advisors
T. Rowe Price Associates
Citadel Advisors
Charles Schwab Investment Management
Morgan Stanley

View all funds holding Ventas