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Wisdomtree Tr bofa merlyn ze shares owned by Atria Wealth Solutions

Quarter-by-quarter ownership of Wisdomtree Tr bofa merlyn ze (HYZD) shares owned by Atria Wealth Solutions from 13F filings

Historical chart of Atria Wealth Solutions investment in Wisdomtree Tr bofa merlyn ze

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr bofa merlyn ze held by Atria Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr bofa merlyn ze by Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2023-12-31 $211k 9.8k 21.62
2022-09-30 $262k 13k 20.12

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 Wisdomtree Tr bofa merlyn ze

UBS Group
National Asset Management
Jane Street
Advisor Group Holdings
Kestra Advisory Services
McAdam
Smartleaf Asset Management
Empirical Asset Management
Commonwealth Equity Services
Advisory Alpha
Raymond James Financial Services Advisors
Private Advisor
Verus Capital Partners
Ameritas Advisory Services
Vista Investment Management

View all funds holding Wisdomtree Tr bofa merlyn ze