VWM
DXYZ

Venturi Wealth Management’s Destiny Tech100 DXYZ Stock Holding History

Venturi Wealth Management’s Portfolio DXYZ Stock Details DXYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-134
Closed -$7.89K – 1894
2024
Q4 		$7.89K Buy
+134
New +$4.57K ﹤0.01% 1502

Other funds holding DXYZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AC
Aristides Capital Louisville, Kentucky $462M AUM 28.94% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SAM
Strategy Asset Managers Pasadena, California $609M AUM 32.56% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Venturi Wealth Management's DXYZ Position: Q1 2025 in Review

Venturi Wealth Management sold out of Destiny Tech100 (DXYZ) in Q1 2025, closing a stake of 134 shares — an estimated $7.89K sold.

Venturi Wealth Management first reported a position in DXYZ in Q4 2024 and held it in 1 quarter. The position peaked at $7.89K in Q4 2024. 48 funds tracked by Wall St. Rank hold DXYZ as of Q1 2025.

  • Venturi Wealth Management reported no remaining Destiny Tech100 position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 134 Destiny Tech100 shares in Q1 2025, an estimated $7.89K.
  • Venturi Wealth Management first reported a position in Destiny Tech100 in Q4 2024 and held it in 1 quarter.
  • Venturi Wealth Management's Destiny Tech100 position peaked at $7.89K in Q4 2024.
  • 48 funds tracked by Wall St. Rank held Destiny Tech100 as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.