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Idx Dynamic Fixed Income Etf shares owned by Atria Wealth Solutions

Quarter-by-quarter ownership of Idx Dynamic Fixed Income Etf (DYFI) shares owned by Atria Wealth Solutions from 13F filings

Historical chart of Atria Wealth Solutions investment in Idx Dynamic Fixed Income Etf

Tip: Access up to 7 years of quarterly data

All positions including Idx Dynamic Fixed Income Etf held by Atria Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Idx Dynamic Fixed Income Etf by Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.7M 72k 23.94
2024-06-30 $4.0M 167k 23.84
2024-03-31 $9.3M 375k 24.90

More positions owned by Atria Wealth Solutions

Ishares Tr Core S&p500 Etf (IVV)
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Apple (AAPL)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Specialized Funds Div App Etf (VIG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Atria Wealth Solutions

Top funds holding Idx Dynamic Fixed Income Etf

Atomi Financial Group
International Private Wealth Advisors
Simplicity Wealth
Blueprint Investment Partners
Encompass More Asset Management
Axxcess Wealth Management
Atria Wealth Solutions
Columbia Advisory Partners
Ashton Thomas Private Wealth
Jane Street
Citadel Advisors
Aptus Capital Advisors
CoreCap Advisors
Brian McDonald
Jpmorgan Chase & Co

View all funds holding Idx Dynamic Fixed Income Etf