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Spdr Tr russell 1000 lowvol shares owned by Atria Investments

Quarter-by-quarter ownership of Spdr Tr russell 1000 lowvol (LGLV) shares owned by Atria Investments from 13F filings

Historical chart of Atria Investments investment in Spdr Tr russell 1000 lowvol

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All positions including Spdr Tr russell 1000 lowvol held by Atria Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Tr russell 1000 lowvol by Atria Investments

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.6M 18k 145.01
2023-09-30 $4.2M 31k 133.53
2023-06-30 $4.4M 32k 140.61
2021-09-30 $2.0M 15k 133.38
2019-09-30 $11M 99k 111.48
2019-06-30 $11M 98k 109.20

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Unified Ser Tr Oneascent Intl (OAIM)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Unified Ser Tr Oneascent Large (OALC)
Visa Com Cl A (V)

View all positions for Atria Investments

Top funds holding Spdr Tr russell 1000 lowvol

Syntegra Private Wealth Group
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Raymond James Financial Services Advisors
Bank of America Corporation
AE Wealth Management
Founders Financial Securities
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Sei Investments

View all funds holding Spdr Tr russell 1000 lowvol