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Vaneck Clo Etf shares owned by Atria Wealth Solutions

Quarter-by-quarter ownership of Vaneck Clo Etf (CLOI) shares owned by Atria Wealth Solutions from 13F filings

Historical chart of Atria Wealth Solutions investment in Vaneck Clo Etf

Jul 2024Aug 2024Sep 2024Oct 2024Nov 2024Dec 2024Jan 20250.5M1M1.5M10k15k20k25k30k
Value ($)Share countHistorical CLOI position of Atria Wealth Solutions Source: stockzoa.comValue ($)Share count

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All positions including Vaneck Clo Etf held by Atria Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vaneck Clo Etf by Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2024-12-31 $572k 11k 52.77
2024-09-30 $1.6M 29k 53.04
2024-06-30 $1.4M 27k 52.94

More positions owned by Atria Wealth Solutions

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Atria Wealth Solutions

Top funds holding Vaneck Clo Etf

Redhawk Wealth Advisors
Capital Investment Advisors
LPL Financial
Orion Portfolio Solutions
Syon Capital
Goldman Sachs Group
WealthPlan Investment Management
Gradient Investments
HighTower Advisors
Brookstone Capital Management
AE Wealth Management
Beaumont Financial Advisors
TRUE Private Wealth Advisors
Assetmark
Harwood Advisory

View all funds holding Vaneck Clo Etf