Venturi Wealth Management »

Themes Etf Tr shares owned by Venturi Wealth Management

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

Historical chart of Venturi Wealth Management investment in Themes Etf Tr

Tip: Access up to 7 years of quarterly data

All positions including Themes Etf Tr 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 Themes Etf Tr by Venturi Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $54k 1.8k 29.73
2024-06-30 $51k 1.8k 28.05

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 Themes Etf Tr

Stratos Wealth Advisors
Consolidated Portfolio Review Corp
Old Mission Capital
Foundations Investment Advisors
Commonwealth Equity Services
Goss Wealth Management
Arkfeld Wealth Strategies
One Capital Management
Venturi Wealth Management
Harbour Investments

View all funds holding Themes Etf Tr