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Etfis Ser Tr I reaves utils etf shares owned by Atria Wealth Solutions

Quarter-by-quarter ownership of Etfis Ser Tr I reaves utils etf (UTES) shares owned by Atria Wealth Solutions from 13F filings

Historical chart of Atria Wealth Solutions investment in Etfis Ser Tr I reaves utils etf

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All positions including Etfis Ser Tr I reaves utils etf held by Atria Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Etfis Ser Tr I reaves utils etf by Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2024-03-31 $849k 18k 48.55
2023-12-31 $877k 20k 44.64
2023-09-30 $1.0M 25k 41.62
2023-06-30 $1.1M 25k 45.38
2023-03-31 $1.1M 25k 45.68
2022-12-31 $953k 20k 46.87
2022-09-30 $865k 20k 43.13
2022-06-30 $1.1M 24k 45.50
2022-03-31 $1.2M 25k 49.10

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Vanguard Index Fds S&p 500 Etf Shs (VOO)
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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)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Atria Wealth Solutions

Top funds holding Etfis Ser Tr I reaves utils etf

Royal Bank of Canada
Kraft, Davis & Associates
LPL Financial
Susquehanna International
Atria Wealth Solutions
Atlas Wealth Partners
Principal Securities
Intl Fcstone
Ingalls & Snyder
Belpointe Asset Management
Nbc Securities
Christopher Weil & Company
Mezzasalma Advisors
Advisory Services Network
Advisor Group Holdings

View all funds holding Etfis Ser Tr I reaves utils etf