Atria Wealth Solutions »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.8M 65k 28.36
2023-03-31 $421k 17k 25.53

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 Allianz Us Large Cap Buffer 20

AE Wealth Management
Commonwealth Equity Services
Advisor Group Holdings
Kestra Advisory Services
Atria Wealth Solutions
Strategic Blueprint
Feltz Wealth PLAN
Envestnet Portfolio Solutions
Cambridge Investment Research Advisors
Raymond James Financial Services Advisors
First Heartland Consultants
B.O.S.S. Retirement Advisors
PFG Advisors
AdvisorNet Financial
Great Lakes Retirement

View all funds holding Allianz Us Large Cap Buffer 20