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Aberdeen Australia Equity Fund shares owned by Atria Wealth Solutions

Quarter-by-quarter ownership of Aberdeen Australia Equity Fund (IAF) shares owned by Atria Wealth Solutions from 13F filings

Historical chart of Atria Wealth Solutions investment in Aberdeen Australia Equity Fund

Tip: Access up to 7 years of quarterly data

All positions including Aberdeen Australia Equity Fund held by Atria Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Aberdeen Australia Equity Fund by Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.4M 547k 4.33
2023-09-30 $2.2M 552k 3.95
2023-06-30 $1.8M 424k 4.31
2023-03-31 $1.2M 284k 4.39
2022-12-31 $504k 114k 4.44
2022-09-30 $65k 14k 4.64

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 Aberdeen Australia Equity Fund

Allspring Global Investments Holdings
Atria Wealth Solutions
Davenport & Co
Advisor Group Holdings
Shaker Financial Services
Landscape Capital Management
City of London Investment Management Company
Wolverine Asset Management
UBS Group
Baird Financial
Bridgewealth Advisory Group
Raymond James & Associates
Guggenheim Capital, LLC Managers
Royal Bank of Canada
Kestra Advisory Services

View all funds holding Aberdeen Australia Equity Fund