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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
2024-09-30 $717k 24k 30.30
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

Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Specialized Funds Div App Etf (VIG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Atria Wealth Solutions

Top funds holding Allianz Us Large Cap Buffer 20

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

View all funds holding Allianz Us Large Cap Buffer 20