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iShares Dow Jones US Oil Equip. shares owned by Atria Wealth Solutions

Quarter-by-quarter ownership of iShares Dow Jones US Oil Equip. (IEZ) shares owned by Atria Wealth Solutions from 13F filings

Historical chart of Atria Wealth Solutions investment in iShares Dow Jones US Oil Equip.

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Oil Equip. 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 Dow Jones US Oil Equip. by Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.6M 75k 21.92
2023-09-30 $1.8M 75k 24.11
2023-06-30 $2.7M 134k 20.12
2023-03-31 $2.6M 136k 19.32
2022-12-31 $2.1M 97k 21.20
2022-09-30 $787k 55k 14.40

More positions owned by Atria Wealth Solutions

Apple Put Option (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
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)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Atria Wealth Solutions

Top funds holding iShares Dow Jones US Oil Equip.

Advisor Group Holdings
Royal Bank of Canada
Wells Fargo & Company
Stifel Financial
Bank of America Corporation
SPC Financial
Advisory Services Network
Goldman Sachs Group
Allianz Asset Management
Prospera Financial Services
Amica Mutual Insurance Company
Van Cleef Asset Management
Well Done
Cadent Capital Advisors
UBS Group

View all funds holding iShares Dow Jones US Oil Equip.