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Two Rds Shared Tr anfield us equ shares owned by Atria Investments

Quarter-by-quarter ownership of Two Rds Shared Tr anfield us equ (AESR) shares owned by Atria Investments from 13F filings

Historical chart of Atria Investments investment in Two Rds Shared Tr anfield us equ

Tip: Access up to 7 years of quarterly data

All positions including Two Rds Shared Tr anfield us equ held by Atria Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Two Rds Shared Tr anfield us equ by Atria Investments

Quarter filed Position value Share count Share price at filing
2024-09-30 $329k 19k 16.99
2024-06-30 $323k 20k 16.36

More positions owned by Atria Investments

Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Unified Ser Tr Oneascent Core P (OACP)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Unified Ser Tr Oneascent Intl (OAIM)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Meta Platforms Cl A (META)
Ishares Tr Core Total Usd (IUSB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Unified Ser Tr Oneascent Large (OALC)

View all positions for Atria Investments

Top funds holding Two Rds Shared Tr anfield us equ

Foundations Investment Advisors
First International Bank & Trust
Anfield Capital Management
Geneos Wealth Management
Mosley Wealth Management
Nelson, Van Denburg & Campbell Wealth Management
Townsquare Capital
Atria Investments
Jane Street
Northwestern Mutual Wealth Management Company
DecisionPoint Financial
Advisor Group Holdings
Global Retirement Partners

View all funds holding Two Rds Shared Tr anfield us equ