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iShares S&P Global Technology Sect. shares owned by Atria Wealth Solutions

Quarter-by-quarter ownership of iShares S&P Global Technology Sect. (IXN) shares owned by Atria Wealth Solutions from 13F filings

Historical chart of Atria Wealth Solutions investment in iShares S&P Global Technology Sect.

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Global Technology Sect. 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 S&P Global Technology Sect. by Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.7M 84k 68.18
2023-09-30 $4.3M 75k 57.84
2023-06-30 $4.7M 75k 62.19
2023-03-31 $4.3M 79k 54.36
2022-12-31 $4.0M 89k 44.83
2022-09-30 $5.2M 124k 42.15
2022-06-30 $5.6M 122k 45.70
2022-03-31 $12M 207k 58.01

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 S&P Global Technology Sect.

Fisher Investments
Jpmorgan Chase & Co
Bank of America Corporation
Royal Bank of Canada
Wells Fargo & Company
Assetmark
UBS Group
Cambridge Investment Research Advisors
Patten & Patten
Credit Suisse
Advisor Group Holdings
Commonwealth Equity Services
Executive Wealth Group
Parallel Advisors
Goldman Sachs Group

View all funds holding iShares S&P Global Technology Sect.