Atria Wealth Solutions »

Exchange Listed Fds Tr saba int rate shares owned by Atria Wealth Solutions

Quarter-by-quarter ownership of Exchange Listed Fds Tr saba int rate (CEFS) shares owned by Atria Wealth Solutions from 13F filings

Historical chart of Atria Wealth Solutions investment in Exchange Listed Fds Tr saba int rate

Tip: Access up to 7 years of quarterly data

All positions including Exchange Listed Fds Tr saba int rate 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 Exchange Listed Fds Tr saba int rate by Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2023-12-31 $448k 24k 18.97
2023-09-30 $454k 26k 17.52
2023-06-30 $349k 19k 18.45
2023-03-31 $314k 17k 18.26

More positions owned by Atria Wealth Solutions

Apple Put Option (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Amazon (AMZN)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Atria Wealth Solutions

Top funds holding Exchange Listed Fds Tr saba int rate

Fortress Wealth Management
Proficio Capital Partners
Thomas J. Herzfeld Advisors
Advisor Group Holdings
Toroso Investments
3EDGE Asset Management
Raymond James Financial Services Advisors
Chicago Partners Investment
Scotia Capital
Rivernorth Capital Management
Financial Advisory Corp
Lionsbridge Wealth Management
Consolidated Portfolio Review Corp
PFG Investments
Raymond James & Associates

View all funds holding Exchange Listed Fds Tr saba int rate