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Spdr Series Trust brcly em locl shares owned by Atria Wealth Solutions

Quarter-by-quarter ownership of Spdr Series Trust brcly em locl (EBND) shares owned by Atria Wealth Solutions from 13F filings

Historical chart of Atria Wealth Solutions investment in Spdr Series Trust brcly em locl

Tip: Access up to 7 years of quarterly data

All positions including Spdr Series Trust brcly em locl held by Atria Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Series Trust brcly em locl by Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2023-12-31 $244k 12k 21.24
2023-09-30 $293k 15k 19.83
2023-06-30 $321k 15k 21.16
2022-09-30 $206k 10k 20.32

More positions owned by Atria Wealth Solutions

Apple Put Option (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Amazon (AMZN)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Atria Wealth Solutions

Top funds holding Spdr Series Trust brcly em locl

Charles Schwab Investment Advisory
Empower Advisory Group
CI Investments
Assetmark
Capital Insight Partners
Bank of America Corporation
Mackenzie Financial
Hsbc Holdings
Park Avenue Securities
Envestnet Portfolio Solutions
Advisor Group Holdings
Aspire Private Capital
City State Bank
ValMark Advisers
Sound Stewardship

View all funds holding Spdr Series Trust brcly em locl