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Allianz Us Large Cap Buffer 20 shares owned by Atria Wealth Solutions

Quarter-by-quarter ownership of Allianz Us Large Cap Buffer 20 (DECW) shares owned by Atria Wealth Solutions from 13F filings

Historical chart of Atria Wealth Solutions investment in Allianz Us Large Cap Buffer 20

Tip: Access up to 7 years of quarterly data

All positions including Allianz Us Large Cap Buffer 20 held by Atria Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Allianz Us Large Cap Buffer 20 by Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.8M 61k 29.70
2024-03-31 $1.8M 63k 29.02
2023-12-31 $1.8M 65k 28.36
2023-03-31 $421k 17k 25.53

More positions owned by Atria Wealth Solutions

NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
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)
Ishares Tr S&p 500 Grwt Etf (IVW)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Atria Wealth Solutions

Top funds holding Allianz Us Large Cap Buffer 20

Commonwealth Equity Services
AE Wealth Management
Kestra Advisory Services
Atria Wealth Solutions
Raymond James Financial Services Advisors
Cetera Investment Advisers
Old Mission Capital
First Heartland Consultants
Farther Finance Advisors
Wealth Group
Cambridge Investment Research Advisors
Jane Street
Citadel Advisors
LPL Financial
Envestnet Asset Management

View all funds holding Allianz Us Large Cap Buffer 20