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Ishares Tr shares owned by Atria Wealth Solutions

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

Historical chart of Atria Wealth Solutions investment in Ishares Tr

Oct 2024Nov 2024Dec 2024Jan 2025Feb 2025Mar 2025Apr 2025270k271k272k273k10.454k10.4545k10.455k10.4555k10.456k
Value ($)Share countHistorical MAXJ position of Atria Wealth Solutions Source: stockzoa.comValue ($)Share count

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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
2025-03-31 $270k 11k 25.79
2024-12-31 $273k 11k 26.14
2024-09-30 $272k 11k 25.99

More positions owned by Atria Wealth Solutions

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Value Etf (VTV)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for Atria Wealth Solutions

Top funds holding Ishares Tr

Amplius Wealth Advisors
Strategic Blueprint
BlackRock
Balboa Wealth Partners
J. L. Bainbridge & Co
Resources Investment Advisors
HighTower Advisors
Panoramic Investment Advisors
Snowden Capital Advisors
CRA Financial Services
Axxcess Wealth Management
Old Mission Capital
Susquehanna International
Middleton & Company
Citadel Advisors

View all funds holding Ishares Tr