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Pimco shares owned by Atria Wealth Solutions

Quarter-by-quarter ownership of Pimco (PYLD) shares owned by Atria Wealth Solutions from 13F filings

Historical chart of Atria Wealth Solutions investment in Pimco

Tip: Access up to 7 years of quarterly data

All positions including Pimco held by Atria Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco by Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2023-12-31 $440k 17k 25.66

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 Pimco

HighTower Advisors
Krilogy Financial
Berger Financial Group
Captrust Financial Advisors
Pictet North America Advisors SA
First Heartland Consultants
Wealth Alliance Advisory Group
EnRich Financial Partners
Sanchez Wealth Management Group
Kelman-Lazarov
Wells Fargo & Company
Orion Portfolio Solutions
Bridgewealth Advisory Group
Aveo Capital Partners
Beta Wealth

View all funds holding Pimco