Atria Investments »

Listed Fd Tr shares owned by Atria Investments

Quarter-by-quarter ownership of Listed Fd Tr (HEGD) shares owned by Atria Investments from 13F filings

Historical chart of Atria Investments investment in Listed Fd Tr

Tip: Access up to 7 years of quarterly data

All positions including Listed Fd Tr held by Atria Investments 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 Listed Fd Tr by Atria Investments

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.0M 152k 19.52
2023-09-30 $2.2M 123k 18.12
2023-06-30 $1.4M 74k 18.50

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 Listed Fd Tr

Swan Wealth Advisors
CWM
Beacon Pointe Advisors
Retirement Guys Formula
Atria Investments
Jane Street
Cambridge Investment Research Advisors
Advisor Group Holdings
Stifel Financial
Spire Wealth Management
Advisor Resource Council
Syntegra Private Wealth Group
Orion Portfolio Solutions
Baird Financial
Chilton Capital Management

View all funds holding Listed Fd Tr