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Impact Shs Tr I shares owned by Atria Investments

Quarter-by-quarter ownership of Impact Shs Tr I (OWNS) shares owned by Atria Investments from 13F filings

Historical chart of Atria Investments investment in Impact Shs Tr I

Tip: Access up to 7 years of quarterly data

All positions including Impact Shs Tr I held by Atria Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Impact Shs Tr I by Atria Investments

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.3M 75k 17.58
2024-06-30 $1.1M 65k 16.83
2024-03-31 $1.1M 63k 16.91

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 Impact Shs Tr I

Allianz Investment Management U.S
LPL Financial
WCG Wealth Advisors
Adviser Investments
Atria Investments
Abacus Wealth Partners
OneAscent Financial Services
Jane Street
Susquehanna International
Dynamic Advisors Solutions
OneAscent Wealth Management
PFG Investments
Verus Capital Partners
Perigon Wealth Management
Goss Wealth Management

View all funds holding Impact Shs Tr I