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Ishares Tr shares owned by Atria Wealth Solutions

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

Historical chart of Atria Wealth Solutions investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.6M 50k 72.04
2024-06-30 $2.5M 38k 67.43
2024-03-31 $2.6M 38k 68.13
2023-12-31 $2.5M 39k 63.88
2023-09-30 $2.2M 38k 57.09
2023-06-30 $2.2M 36k 60.91
2023-03-31 $2.0M 34k 59.59
2022-12-31 $1.8M 33k 54.27
2022-09-30 $1.4M 31k 46.56
2022-06-30 $1.6M 31k 52.16
2022-03-31 $1.9M 31k 61.01