Atria Wealth Solutions »

Trueshares Structured Outcome shares owned by Atria Wealth Solutions

Quarter-by-quarter ownership of Trueshares Structured Outcome (AUGZ) shares owned by Atria Wealth Solutions from 13F filings

Historical chart of Atria Wealth Solutions investment in Trueshares Structured Outcome

Tip: Access up to 7 years of quarterly data

All positions including Trueshares Structured Outcome held by Atria Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Trueshares Structured Outcome by Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $296k 7.5k 39.45
2024-06-30 $287k 7.5k 37.96
2024-03-31 $277k 7.5k 36.72
2023-12-31 $257k 7.5k 34.01

More positions owned by Atria Wealth Solutions

Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Specialized Funds Div App Etf (VIG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Atria Wealth Solutions

Top funds holding Trueshares Structured Outcome

Weaver Consulting Group
Capital Investment Advisory Services
Commonwealth Equity Services
Wolverine Trading
Valtinson Bruner Financial Planning
Summit Wealth Partners
Atria Wealth Solutions
Susquehanna International
Aptus Capital Advisors
Harbour Investments
Castleview Partners
DHJJ Financial Advisors

View all funds holding Trueshares Structured Outcome