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Principal Exchange Traded Fd prnc invt grad shares owned by Atria Wealth Solutions

Quarter-by-quarter ownership of Principal Exchange Traded Fd prnc invt grad (IG) shares owned by Atria Wealth Solutions from 13F filings

Historical chart of Atria Wealth Solutions investment in Principal Exchange Traded Fd prnc invt grad

Tip: Access up to 7 years of quarterly data

All positions including Principal Exchange Traded Fd prnc invt grad held by Atria Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Principal Exchange Traded Fd prnc invt grad by Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2023-12-31 $254k 12k 21.07
2023-09-30 $313k 16k 19.68
2023-06-30 $389k 19k 20.57
2023-03-31 $397k 19k 20.99

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 Principal Exchange Traded Fd prnc invt grad

Principal Securities
Raymond James Financial Services Advisors
Royal Bank of Canada
Jane Street
Citadel Advisors
LVZ Advisors
Atria Wealth Solutions
Callan Capital
Bank of America Corporation
Commonwealth Equity Services
Sound Income Strategies
Advisor Group Holdings
Capital Investment Advisory Services
UBS Group
Wells Fargo & Company

View all funds holding Principal Exchange Traded Fd prnc invt grad