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Flexshares Tr discp dur mbs shares owned by Atria Investments

Quarter-by-quarter ownership of Flexshares Tr discp dur mbs (MBSD) shares owned by Atria Investments from 13F filings

Historical chart of Atria Investments investment in Flexshares Tr discp dur mbs

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All positions including Flexshares Tr discp dur mbs held by Atria Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Flexshares Tr discp dur mbs by Atria Investments

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.0M 50k 20.98
2024-06-30 $942k 46k 20.29
2023-03-31 $1.7M 81k 20.65

More positions owned by Atria Investments

Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Unified Ser Tr Oneascent Core P (OACP)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Unified Ser Tr Oneascent Intl (OAIM)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Meta Platforms Cl A (META)
Ishares Tr Core Total Usd (IUSB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Unified Ser Tr Oneascent Large (OALC)

View all positions for Atria Investments

Top funds holding Flexshares Tr discp dur mbs

Boltwood Capital Management
Change Path
Cottonwood Capital Advisors
Trivant Custom Portfolio Group
Morgan Stanley
Sanctuary Advisors
Titleist Asset Management
Atria Investments
Citadel Advisors
Jane Street
Susquehanna International
Raymond James & Associates
CoreCap Advisors
Simplicity Wealth
Bank of America Corporation

View all funds holding Flexshares Tr discp dur mbs