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iShares Morningstar Large Value shares owned by Atria Wealth Solutions

Quarter-by-quarter ownership of iShares Morningstar Large Value (ILCV) shares owned by Atria Wealth Solutions from 13F filings

Historical chart of Atria Wealth Solutions investment in iShares Morningstar Large Value

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Large Value 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 Morningstar Large Value by Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $857k 10k 82.20
2024-06-30 $727k 9.5k 76.32
2024-03-31 $688k 9.0k 76.86
2023-12-31 $385k 5.4k 70.62
2023-09-30 $359k 5.5k 65.06
2023-06-30 $295k 4.4k 66.52

More positions owned by Atria Wealth Solutions

Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Specialized Funds Div App Etf (VIG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Atria Wealth Solutions

Top funds holding iShares Morningstar Large Value

Equitable Holdings
Bank of America Corporation
Steele Capital Management
Matrix Trust
Bank of New York Mellon
LPL Financial
Morgan Stanley
Raymond James & Associates
SPC Financial
Royal Bank of Canada
Wells Fargo & Company
Raymond James Financial Services Advisors
Jpmorgan Chase & Co
H D Vest Advisory Services
Commonwealth Equity Services

View all funds holding iShares Morningstar Large Value