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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

Tip: Access up to 7 years of quarterly data

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
2025-03-31 $597k 11k 52.84
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

Ishares Tr Core S&p500 Etf (IVV)
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Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Total Usd (IUSB)
Amazon (AMZN)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Specialized Funds Div App Etf (VIG)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Atria Wealth Solutions

Top funds holding Vaneck Clo Etf

LPL Financial
Independence Asset Advisors
Capital Investment Advisors
Syon Capital
CLS Investments
Sax Wealth Advisors
TRUE Private Wealth Advisors
WealthPlan Investment Management
HighTower Advisors
Deseret Mutual Benefit Administrators
Gradient Investments
Harwood Advisory
AE Wealth Management
Moneta Group Investment Advisors
Beaumont Financial Advisors

View all funds holding Vaneck Clo Etf