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Barclays Bk Plc fund shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of Barclays Bk Plc fund (ATMP) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in Barclays Bk Plc fund

Tip: Access up to 7 years of quarterly data

All positions including Barclays Bk Plc fund held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Barclays Bk Plc fund by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $464k 16k 28.80
2025-06-30 $472k 16k 29.32
2025-03-31 $494k 16k 30.66
2024-12-31 $456k 16k 28.28
2024-09-30 $418k 16k 25.97
2024-06-30 $414k 17k 25.10

More positions owned by MAI Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple Call Call Option (Principal) (AAPL)
Microsoft Corp Call Call Option (Principal) (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Amazon Call Call Option (Principal) (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 500 Val Etf (IVE)
Broadcom Call Call Option (Principal) (AVGO)
Alphabet Call Call Option (Principal) (GOOGL)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for MAI Wealth Advisors

Top funds holding Barclays Bk Plc fund

Atlantic Trust
Burns Wealth Management
CLS Investments
Brown Advisory Holdings Incorporated
Morgan Stanley
Battery Global Advisors
William Blair $ Company
UBS Group
HPM Partners
Breakwater Capital Group
Rockefeller Capital Management
River Street Advisors
Arlington Trust
Ameliora Wealth Management
Aureus Asset Management

View all funds holding Barclays Bk Plc fund