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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 (BUFT) 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
2024-12-31 $655k 29k 22.44
2024-09-30 $559k 25k 22.11
2022-12-31 $6.1M 332k 18.45
2022-09-30 $7.5M 413k 18.10
2022-06-30 $7.7M 415k 18.55
2022-03-31 $11M 558k 20.06
2021-12-31 $11M 551k 20.14

More positions owned by Atria Investments

Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Unified Ser Tr Oneascent Core P (OACP)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Unified Ser Tr Oneascent Intl (OAIM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Growth Etf (VUG)
Meta Platforms Cl A (META)
Unified Ser Tr Oneascent Large (OALC)
Vanguard Index Fds Value Etf (VTV)
Broadcom (AVGO)
JPMorgan Chase & Co. (JPM)

View all positions for Atria Investments

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

Glen Eagle Advisors
Centennial Wealth Advisory
Envestnet Asset Management
LPL Financial
CWM
Cetera Investment Advisers
Synovus Financial Corp.
Lunt Capital Management
Geneos Wealth Management
Assetmark
Commonwealth Equity Services
Marshall Financial Group
Advisor Group Holdings
Financial Network Wealth Advisors
Townsquare Capital

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