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Flexshares Tr qualt divd idx shares owned by Atria Wealth Solutions

Quarter-by-quarter ownership of Flexshares Tr qualt divd idx (QDF) shares owned by Atria Wealth Solutions from 13F filings

Historical chart of Atria Wealth Solutions investment in Flexshares Tr qualt divd idx

Tip: Access up to 7 years of quarterly data

All positions including Flexshares Tr qualt divd idx 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 qualt divd idx by Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2023-12-31 $290k 4.7k 61.53
2023-09-30 $263k 4.7k 55.78

More positions owned by Atria Wealth Solutions

Apple Put Option (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
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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)
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Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Atria Wealth Solutions

Top funds holding Flexshares Tr qualt divd idx

Tiaa Trust, National Association
VeraBank
Bank of America Corporation
UBS Group
Orion Portfolio Solutions
Baird Financial
Ledyard National Bank
Carnick & Kubik
Sontag Advisory
Buckingham Asset Management
Bridges Investment Management
Wealth Enhancement Advisory Services
Goldman Sachs Group
Benjamin F. Edwards & Company
Bank of New York Mellon

View all funds holding Flexshares Tr qualt divd idx