VWM
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Venturi Wealth Management’s Siren ETF Trust Siren NexGen Economy ETF BLCN Stock Holding History

Venturi Wealth Management’s Portfolio BLCN Stock Details BLCN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-442
Closed -$11.3K – 720
2024
Q4 		$11.3K Hold
442
– – ﹤0.01% 1402
2024
Q3 		$11.1K Hold
442
– – ﹤0.01% 1162
2024
Q2 		$11.5K Hold
442
– – ﹤0.01% 1077
2024
Q1 		$12.5K Hold
442
– – ﹤0.01% 875
2023
Q4 		$10.8K Hold
442
– – ﹤0.01% 863
2023
Q3 		$8.39K Buy
+442
New +$9.44K ﹤0.01% 841
2023
Q2 		– Sell
-442
Closed -$9.48K – 1170
2023
Q1 		$9.48K Buy
+442
New +$9.6K ﹤0.01% 722

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AAS
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GJIA
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Commonwealth Equity Services
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Jane Street
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Wealthfront Advisers
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