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First Tr Exchng Traded Fd Vi Cboe Vest Buferd shares owned by Atria Investments

Quarter-by-quarter ownership of First Tr Exchng Traded Fd Vi Cboe Vest Buferd (BUFG) shares owned by Atria Investments from 13F filings

Historical chart of Atria Investments investment in First Tr Exchng Traded Fd Vi Cboe Vest Buferd

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchng Traded Fd Vi Cboe Vest Buferd held by Atria Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exchng Traded Fd Vi Cboe Vest Buferd by Atria Investments

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.2M 54k 21.28
2023-09-30 $1.1M 55k 19.67
2023-06-30 $1.1M 56k 20.18
2023-03-31 $1.1M 57k 18.95
2022-03-31 $4.1M 205k 19.83
2021-12-31 $3.8M 189k 20.32

More positions owned by Atria Investments

Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Unified Ser Tr Oneascent Core P (OACP)
Apple (AAPL)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Unified Ser Tr Oneascent Intl (OAIM)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Unified Ser Tr Oneascent Large (OALC)
Visa Com Cl A (V)

View all positions for Atria Investments

Top funds holding First Tr Exchng Traded Fd Vi Cboe Vest Buferd

Commonwealth Equity Services
CWM
Advisor Group Holdings
Pitti Group Wealth Management
Wealth Enhancement Advisory Services
AE Wealth Management
Advisory Services Network
Harbour Investments
ICA Group Wealth Management
Assetmark
Ellsworth Advisors
Valtinson Bruner Financial Planning
Authentikos Wealth Advisory
Lunt Capital Management
Centennial Wealth Advisory

View all funds holding First Tr Exchng Traded Fd Vi Cboe Vest Buferd