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Venturi Wealth Management’s TrueShares Technology AI & Deep Learning ETF LRNZ Stock Holding History

Venturi Wealth Management’s Portfolio LRNZ Stock Details LRNZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-49
Closed -$1.87K – 1412
2023
Q4 		$1.87K Buy
+49
New +$1.57K ﹤0.01% 1236

Other funds holding LRNZ

BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
AWA
Acorn Wealth Advisors Grand Blanc, Michigan $343M AUM 15.24% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return

Venturi Wealth Management's LRNZ Position: Q1 2024 in Review

Venturi Wealth Management sold out of TrueShares Technology AI & Deep Learning ETF (LRNZ) in Q1 2024, closing a stake of 49 shares — an estimated $1.87K sold.

Venturi Wealth Management first reported a position in LRNZ in Q4 2023 and held it in 1 quarter. The position peaked at $1.87K in Q4 2023. 23 funds tracked by Wall St. Rank hold LRNZ as of Q1 2024.

  • Venturi Wealth Management reported no remaining TrueShares Technology AI & Deep Learning ETF position as of Q1 2024 after selling out during the quarter.
  • Venturi Wealth Management sold 49 TrueShares Technology AI & Deep Learning ETF shares in Q1 2024, an estimated $1.87K.
  • Venturi Wealth Management first reported a position in TrueShares Technology AI & Deep Learning ETF in Q4 2023 and held it in 1 quarter.
  • Venturi Wealth Management's TrueShares Technology AI & Deep Learning ETF position peaked at $1.87K in Q4 2023.
  • 23 funds tracked by Wall St. Rank held TrueShares Technology AI & Deep Learning ETF as of Q1 2024.

Based on Venturi Wealth Management's 13F filing for Q1 2024, filed 23 Apr 2024.