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Listed Fd Tr shares owned by Atria Wealth Solutions

Quarter-by-quarter ownership of Listed Fd Tr (NOVZ) shares owned by Atria Wealth Solutions from 13F filings

Historical chart of Atria Wealth Solutions investment in Listed Fd Tr

Tip: Access up to 7 years of quarterly data

All positions including Listed Fd 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 Listed Fd Tr by Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $212k 5.2k 40.81
2024-06-30 $203k 5.2k 38.97

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 Listed Fd Tr

AE Wealth Management
Valtinson Bruner Financial Planning
Lloyd Advisory Services
Howard Bailey Securities
Elevated Capital Advisors
Great Lakes Retirement
Advisor Group Holdings
Authentikos Wealth Advisory
Insight 2811
Atria Wealth Solutions
Spire Wealth Management
DHJJ Financial Advisors
Pineridge Advisors
Coppell Advisory Solutions
Northwestern Mutual Wealth Management Company

View all funds holding Listed Fd Tr