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Ishares Tr shares owned by Atria Wealth Solutions

Quarter-by-quarter ownership of Ishares Tr (HYGW) shares owned by Atria Wealth Solutions from 13F filings

Historical chart of Atria Wealth Solutions investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr 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 Tr by Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2025-06-30 $391k 13k 30.61
2025-03-31 $929k 30k 31.45
2024-12-31 $857k 27k 31.77

More positions owned by Atria Wealth Solutions

Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Total Usd (IUSB)
Amazon (AMZN)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Specialized Funds Div App Etf (VIG)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Atria Wealth Solutions

Top funds holding Ishares Tr

Envestnet Asset Management
LPL Financial
Hennion & Walsh Asset Management
Cetera Investment Advisers
Assetmark
Commonwealth Equity Services
Morgan Stanley
Pnc Financial Services
Envestnet Portfolio Solutions
Jpmorgan Chase & Co
Diversify Advisory Services
Kelly Financial Services
Mml Investors Services
Advisor Group Holdings
JB Capital

View all funds holding Ishares Tr