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Etf Ser Solutions clearshs ocio shares owned by Atria Wealth Solutions

Quarter-by-quarter ownership of Etf Ser Solutions clearshs ocio (OCIO) shares owned by Atria Wealth Solutions from 13F filings

Historical chart of Atria Wealth Solutions investment in Etf Ser Solutions clearshs ocio

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All positions including Etf Ser Solutions clearshs ocio held by Atria Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Etf Ser Solutions clearshs ocio by Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.0M 31k 34.17
2024-06-30 $816k 25k 32.87
2024-03-31 $802k 25k 32.01
2023-12-31 $800k 26k 30.68
2023-09-30 $831k 29k 28.79
2023-06-30 $956k 32k 29.83
2023-03-31 $954k 33k 28.77
2022-12-31 $983k 35k 28.06
2022-09-30 $887k 33k 27.21
2022-06-30 $720k 25k 28.42
2022-03-31 $544k 17k 31.36

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 Etf Ser Solutions clearshs ocio

Envestnet Asset Management
Jane Street
Mercer Global Advisors
Janney Montgomery Scott
Envestnet Portfolio Solutions
Atria Wealth Solutions
Colonial Trust Co / SC

View all funds holding Etf Ser Solutions clearshs ocio