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Allegheny Technologies Incorporated shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter-by-quarter ownership of Allegheny Technologies Incorporated (ATI) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management from 13F filings

Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Allegheny Technologies Incorporated

Tip: Access up to 7 years of quarterly data

All positions including Allegheny Technologies Incorporated held by Annex Advisory Services, LLC, d/b/a Annex Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Allegheny Technologies Incorporated by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $256k 1.8k 145.46

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Goldman Sachs Etf Tr Activebeta Int (GSIE)
American Centy Etf Tr Us Eqt Etf (AVUS)
Alps Etf Tr Smith Core Plus (SMTH)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr Global 100 Etf (IOO)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Apple (AAPL)
Amazon (AMZN)
Ishares Tr U S Equity Factr (LRGF)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Intl Core Equity (DFIC)

View all positions for Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Top funds holding Allegheny Technologies Incorporated

BlackRock
Vanguard Group
Capital Research Global Investors
Vanguard Capital Management
Capital Research and Management Company - Division 3
Vanguard Portfolio Management
Capital World Investors
State Street Corporation
FMR
Invesco
Viking Global Investors
Geode Capital Management
Dendur Capital
Point72 Asset Management
D. E. Shaw & Co

View all funds holding Allegheny Technologies Incorporated