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Roundhill Generative Ai & Technology Etf shares owned by Atria Wealth Solutions

Quarter-by-quarter ownership of Roundhill Generative Ai & Technology Etf (CHAT) shares owned by Atria Wealth Solutions from 13F filings

Historical chart of Atria Wealth Solutions investment in Roundhill Generative Ai & Technology Etf

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All positions including Roundhill Generative Ai & Technology Etf held by Atria Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Roundhill Generative Ai & Technology Etf by Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2024-03-31 $626k 18k 35.59

More positions owned by Atria Wealth Solutions

Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation Put Option (NVDA)
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Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Total Usd (IUSB)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Atria Wealth Solutions

Top funds holding Roundhill Generative Ai & Technology Etf

Jane Street
LPL Financial
WJ Wealth Management
Gradient Investments
Susquehanna International
Gemmer Asset Management
Commonwealth Equity Services
Atria Wealth Solutions
Beacon Financial Advisory
Visionary Wealth Advisors
SeaCrest Wealth Management
Citadel Advisors
Envestnet Asset Management
Wealth Enhancement Advisory Services
Valley National Advisers

View all funds holding Roundhill Generative Ai & Technology Etf