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Pimco Etf Tr 25yr+ zero u s shares owned by Venturi Wealth Management

Quarter-by-quarter ownership of Pimco Etf Tr 25yr+ zero u s (ZROZ) shares owned by Venturi Wealth Management from 13F filings

Historical chart of Venturi Wealth Management investment in Pimco Etf Tr 25yr+ zero u s

Tip: Access up to 7 years of quarterly data

All positions including Pimco Etf Tr 25yr+ zero u s held by Venturi Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco Etf Tr 25yr+ zero u s by Venturi Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $18k 210 85.33
2023-09-30 $15k 210 72.73
2023-06-30 $19k 210 92.03
2023-03-31 $20k 210 95.78

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Vanguard Index Fds Growth Etf (VUG)
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Ishares Tr Core S&p Us Vlu (IUSV)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
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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 Pimco Etf Tr 25yr+ zero u s

Bank of America Corporation
Flagship Harbor Advisors
Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Mirae Asset Global Investments
Stifel Financial
UBS Group
Wells Fargo & Company
Commonwealth Equity Services
GenWealth Group
WCG Wealth Advisors
Citadel Advisors
Atlas Financial Advisors
Financial Advocates Investment Management
Citizens Business Bank
Krilogy Financial

View all funds holding Pimco Etf Tr 25yr+ zero u s