Atria Wealth Solutions »

Ego shares owned by Atria Wealth Solutions

Quarter-by-quarter ownership of Ego (EGO) shares owned by Atria Wealth Solutions from 13F filings

Historical chart of Atria Wealth Solutions investment in Ego

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ego by Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2023-12-31 $130k 10k 12.97
2023-09-30 $89k 10k 8.91
2022-06-30 $80k 13k 6.40

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 Ego

Helikon Investments
Van Eck Associates Corp.
Donald Smith & Co
Vanguard Group
Dimensional Fund Advisors
Investec Asset Management
Royal Bank of Canada
Robeco Investment Management
Connor, Clark & Lunn Investment Management
Sumitomo Mitsui Asset Management Company
Parallax Volatility Advisers
Hillsdale Investment Management
Citigroup
Montrusco Bolton Investment
Triasima Portfolio Management

View all funds holding Ego