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Ishares Tr shares owned by Atria Investments

Quarter-by-quarter ownership of Ishares Tr (EUSB) shares owned by Atria Investments from 13F filings

Historical chart of Atria Investments investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by Atria Investments

Quarter filed Position value Share count Share price at filing
2023-09-30 $9.9M 241k 40.85
2023-06-30 $8.6M 202k 42.58
2023-03-31 $5.4M 125k 43.23
2022-12-31 $2.4M 56k 42.20

More positions owned by Atria Investments

Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Unified Ser Tr Oneascent Core P (OACP)
Apple (AAPL)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Unified Ser Tr Oneascent Intl (OAIM)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Unified Ser Tr Oneascent Large (OALC)
Visa Com Cl A (V)

View all positions for Atria Investments

Top funds holding Ishares Tr

Envestnet Portfolio Solutions
SigFig Wealth Management
IMPACTfolio
Jpmorgan Chase & Co
Advisor Group Holdings
Us Bancorp
Hanson McClain Advisors
One Wealth Advisors
Advisory Services Network
First Ascent Asset Management
Park Avenue Securities
Atria Wealth Solutions
Financial Connections Group
Perigon Wealth Management
Leonard Rickey Investment Advisors P

View all funds holding Ishares Tr