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wisdomtreetrusdivd.. shares owned by Atlas Private Wealth Advisors

Quarter-by-quarter ownership of wisdomtreetrusdivd.. (DGRW) shares owned by Atlas Private Wealth Advisors from 13F filings

Historical chart of Atlas Private Wealth Advisors investment in wisdomtreetrusdivd..

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All positions including wisdomtreetrusdivd.. held by Atlas Private Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in wisdomtreetrusdivd.. by Atlas Private Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.3M 16k 83.21
2024-06-30 $1.1M 14k 78.05
2024-03-31 $302k 4.0k 76.19

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Spdr Ser Tr Portfolio S&p400 (SPMD)
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Ser Tr Portfli High Yld (SPHY)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
First Tr Nas100 Eq Weighted SHS (QQEW)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Core Div Grwth (DGRO)
Spdr Ser Tr Ice Pfd Sec Etf (PSK)
Select Sector Spdr Tr Financial (XLF)
Invesco Exchange Traded Fd T Large Cap Value (PWV)

View all positions for Atlas Private Wealth Advisors

Top funds holding wisdomtreetrusdivd..

Pnc Financial Services
Bank of America Corporation
LPL Financial
Morgan Stanley
Hamilton Capital Management
HighTower Advisors
Raymond James Financial Services Advisors
Cetera Investment Advisers
Private Advisor
Royal Bank of Canada
Wells Fargo & Company
Kovitz Investment Group Partners
One Capital Management
Raymond James & Associates
Envestnet Asset Management

View all funds holding wisdomtreetrusdivd..