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Wisdomtree Tr brclys us aggr shares owned by Atria Wealth Solutions

Quarter-by-quarter ownership of Wisdomtree Tr brclys us aggr (AGGY) shares owned by Atria Wealth Solutions from 13F filings

Historical chart of Atria Wealth Solutions investment in Wisdomtree Tr brclys us aggr

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr brclys us aggr held by Atria Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr brclys us aggr by Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $203k 4.5k 44.71
2023-06-30 $209k 4.9k 43.09
2022-03-31 $232k 4.9k 47.82

More positions owned by Atria Wealth Solutions

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Atria Wealth Solutions

Top funds holding Wisdomtree Tr brclys us aggr

Bank of America Corporation
LPL Financial
CWM
Envestnet Asset Management
Mercer Global Advisors
UBS Group
Trilogy Capital
SimpliFi
HighTower Advisors
Savant Capital Management
Prestige Wealth Management Group
Private Advisor
First Foundation Advisors
Symphony Financial
Jpmorgan Chase & Co

View all funds holding Wisdomtree Tr brclys us aggr