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Sch Fnd Us Sm Etf schwab fdt us sc shares owned by Atria Wealth Solutions

Quarter-by-quarter ownership of Sch Fnd Us Sm Etf schwab fdt us sc (FNDA) shares owned by Atria Wealth Solutions from 13F filings

Historical chart of Atria Wealth Solutions investment in Sch Fnd Us Sm Etf schwab fdt us sc

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All positions including Sch Fnd Us Sm Etf schwab fdt us sc held by Atria Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sch Fnd Us Sm Etf schwab fdt us sc by Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.9M 32k 59.57
2024-06-30 $1.5M 28k 55.13
2024-03-31 $1.1M 19k 57.03
2023-03-31 $248k 5.1k 48.67
2022-12-31 $228k 4.9k 46.72
2022-03-31 $230k 4.3k 53.45

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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 Sch Fnd Us Sm Etf schwab fdt us sc

Charles Schwab Investment Management
Waddell & Associates
Clarius
Steele Capital Management
Morgan Stanley
Prairiewood Capital
Trilogy Capital
Solitude Financial Services
Sanctuary Advisors
Moller Financial Services
Riverpoint Wealth Management Holdings
ALPS Advisors
Ironwood Investment Counsel
Resonant Capital Advisors
First Pacific Financial

View all funds holding Sch Fnd Us Sm Etf schwab fdt us sc