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Virtus Investment Partners shares owned by Atria Wealth Solutions

Quarter-by-quarter ownership of Virtus Investment Partners (VRTS) shares owned by Atria Wealth Solutions from 13F filings

Historical chart of Atria Wealth Solutions investment in Virtus Investment Partners

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Virtus Investment Partners by Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2023-12-31 $256k 1.1k 241.73
2023-09-30 $206k 1.0k 201.90
2023-06-30 $204k 1.0k 197.53

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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 Virtus Investment Partners

Vanguard Group
Dimensional Fund Advisors
Royal Bank of Canada
WCM Investment Management
Victory Capital Management
Bank of New York Mellon
Charles Schwab Investment Management
Brown Advisory Holdings Incorporated
Jpmorgan Chase & Co
T. Rowe Price Associates
Fisher Investments
Norges Bank Investment Management
Hotchkis and Wiley Capital Management
Principal Financial Group
Man Group

View all funds holding Virtus Investment Partners