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Series Portfolios Tr shares owned by Atria Investments

Quarter-by-quarter ownership of Series Portfolios Tr (HEDG) shares owned by Atria Investments from 13F filings

Historical chart of Atria Investments investment in Series Portfolios Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Series Portfolios Tr by Atria Investments

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.3M 45k 29.33

More positions owned by Atria Investments

Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Broadcom (AVGO)
Alphabet Cap Stk Cl A (GOOGL)
Spdr Gold Tr Gold Shs (GLD)
Meta Platforms Cl A (META)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Atria Investments

Top funds holding Series Portfolios Tr

HighTower Advisors
UBS Group
Rockefeller Capital Management
Enzi Wealth
Envestnet Asset Management
Bramshill Investments
Harwood Advisory
Axxcess Wealth Management
Stifel Financial
Gladstone Institutional Advisory
Goss Wealth Management
Chapin Davis
Magnus Financial Group
Commonwealth Equity Services
Oppenheimer & Co

View all funds holding Series Portfolios Tr