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Ishares High Dividend Equity F shares owned by Atria Wealth Solutions

Quarter-by-quarter ownership of Ishares High Dividend Equity F (HDV) shares owned by Atria Wealth Solutions from 13F filings

Historical chart of Atria Wealth Solutions investment in Ishares High Dividend Equity F

Tip: Access up to 7 years of quarterly data

All positions including Ishares High Dividend Equity F held by Atria Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares High Dividend Equity F by Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2023-12-31 $23M 226k 102.00
2023-09-30 $21M 216k 99.14
2023-06-30 $24M 236k 100.79
2023-03-31 $25M 245k 101.66
2022-12-31 $27M 262k 104.25
2022-09-30 $25M 274k 91.28
2022-06-30 $31M 307k 100.38
2022-03-31 $20M 191k 106.91

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 Ishares High Dividend Equity F

Bank of America Corporation
Wells Fargo & Company
UBS Group
Royal Bank of Canada
Jpmorgan Chase & Co
Advantus Capital Management
M^T Bank Corporation
Branch Banking & Trust Company
Commonwealth Equity Services
Janney Montgomery Scott
Federated Investors
Raymond James Financial Services Advisors
LBMC Investment Advisors
Citadel Advisors
Advisor Group Holdings

View all funds holding Ishares High Dividend Equity F