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Ishares Tr shares owned by Atria Investments

Quarter-by-quarter ownership of Ishares Tr (DMXF) shares owned by Atria Investments from 13F filings

Historical chart of Atria Investments investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Atria Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Atria Investments

Quarter filed Position value Share count Share price at filing
2024-09-30 $455k 6.3k 72.04
2024-06-30 $337k 5.0k 67.44

More positions owned by Atria Investments

Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Unified Ser Tr Oneascent Core P (OACP)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Unified Ser Tr Oneascent Intl (OAIM)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Meta Platforms Cl A (META)
Ishares Tr Core Total Usd (IUSB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Unified Ser Tr Oneascent Large (OALC)

View all positions for Atria Investments

Top funds holding Ishares Tr

Envestnet Asset Management
BlackRock
BlackRock
Envestnet Portfolio Solutions
Syntrinsic
Jpmorgan Chase & Co
LPL Financial
Park Avenue Securities
Sei Investments
SigFig Wealth Management
Hanson McClain Advisors
Mml Investors Services
Adviser Investments
Balanced Rock Investment Advisors
Cetera Investment Advisers

View all funds holding Ishares Tr