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Flexshares Tr hig yld vl etf shares owned by Atria Wealth Solutions

Quarter-by-quarter ownership of Flexshares Tr hig yld vl etf (HYGV) shares owned by Atria Wealth Solutions from 13F filings

Historical chart of Atria Wealth Solutions investment in Flexshares Tr hig yld vl etf

Tip: Access up to 7 years of quarterly data

All positions including Flexshares Tr hig yld vl 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 Flexshares Tr hig yld vl etf by Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2024-03-31 $676k 16k 41.11
2023-12-31 $644k 16k 40.87
2023-09-30 $1.1M 28k 39.76
2023-06-30 $1.3M 32k 40.44

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View all positions for Atria Wealth Solutions

Top funds holding Flexshares Tr hig yld vl etf

Northern Trust
Envestnet Asset Management
Kensington Asset Management
Morgan Stanley
Leucadia National Corporation
Boltwood Capital Management
United Bank
Envestnet Portfolio Solutions
REDW Stanley Financial Advisors
Bank of America Corporation
Wright Fund Managment
AE Wealth Management
Commonwealth Equity Services
Wealth Enhancement Advisory Services
Horizon Bancorp

View all funds holding Flexshares Tr hig yld vl etf