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Atlantic Union B shares owned by Envestnet Portfolio Solutions

Quarter-by-quarter ownership of Atlantic Union B (AUB) shares owned by Envestnet Portfolio Solutions from 13F filings

Historical chart of Envestnet Portfolio Solutions investment in Atlantic Union B

Tip: Access up to 7 years of quarterly data

All positions including Atlantic Union B held by Envestnet Portfolio Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Atlantic Union B by Envestnet Portfolio Solutions

Quarter filed Position value Share count Share price at filing
2024-03-31 $440k 13k 35.31
2023-12-31 $460k 13k 36.54

More positions owned by Envestnet Portfolio Solutions

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Total Usd (IUSB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Trust For Professional Man Activepassive Us (APUE)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)

View all positions for Envestnet Portfolio Solutions

Top funds holding Atlantic Union B

Vanguard Group
Dimensional Fund Advisors
Victory Capital Management
Jennifer Ranahan
Goldman Sachs Group
LSV Asset Management
Franklin Resources
Bank of New York Mellon
William Blair Investment Management
Millennium Management
Charles Schwab Investment Management
Tributary Capital Management
Fort Washington Investment Advisors
Norges Bank Investment Management
Hsbc Holdings

View all funds holding Atlantic Union B