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Ishares Tr fund shares owned by Atria Wealth Solutions

Quarter-by-quarter ownership of Ishares Tr fund (BGRN) shares owned by Atria Wealth Solutions from 13F filings

Historical chart of Atria Wealth Solutions investment in Ishares Tr fund

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr fund held by Atria Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr fund by Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2024-03-31 $597k 13k 46.89
2023-12-31 $596k 13k 47.23
2023-09-30 $586k 13k 45.13
2023-06-30 $772k 17k 46.54