Wisdomtree Tr 90/60 balnced shares owned by Atria Wealth Solutions
Quarter-by-quarter ownership of Wisdomtree Tr 90/60 balnced (NTSX) shares owned by Atria Wealth Solutions
from 13F filings
Historical chart of Atria Wealth Solutions investment in Wisdomtree Tr 90/60 balnced
Tip: Access up to 7 years of quarterly data
All positions including Wisdomtree Tr 90/60 balnced held by Atria Wealth Solutions consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Wisdomtree Tr 90/60 balnced by Atria Wealth Solutions
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $1.1M | 28k | 39.30 |
2023-09-30 | $875k | 25k | 34.96 |
2023-06-30 | $952k | 26k | 37.07 |
2023-03-31 | $797k | 23k | 35.06 |
2022-12-31 | $536k | 17k | 32.45 |
2022-09-30 | $516k | 17k | 30.58 |