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Invesco Exchng Traded Fd Tr dwa smlcp ment shares owned by Atria Investments

Quarter-by-quarter ownership of Invesco Exchng Traded Fd Tr dwa smlcp ment (DWAS) shares owned by Atria Investments from 13F filings

Historical chart of Atria Investments investment in Invesco Exchng Traded Fd Tr dwa smlcp ment

Tip: Access up to 7 years of quarterly data

All positions including Invesco Exchng Traded Fd Tr dwa smlcp ment held by Atria Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Exchng Traded Fd Tr dwa smlcp ment by Atria Investments

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.4M 37k 92.87
2024-06-30 $3.0M 35k 85.04

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 Invesco Exchng Traded Fd Tr dwa smlcp ment

Wealth Enhancement Advisory Services
Morgan Stanley
Raymond James & Associates
Wells Fargo & Company
Bank of America Corporation
Royal Bank of Canada
LPL Financial
Northwestern Mutual Wealth Management Company
CWM
Cambridge Investment Research Advisors
HighMark Wealth Management
Envestnet Asset Management
LJI Wealth Management
Sanctuary Advisors
Private Advisor

View all funds holding Invesco Exchng Traded Fd Tr dwa smlcp ment