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iShares S&P US Pref Stock Idx Fnd shares owned by Atria Investments

Quarter-by-quarter ownership of iShares S&P US Pref Stock Idx Fnd (PFF) shares owned by Atria Investments from 13F filings

Historical chart of Atria Investments investment in iShares S&P US Pref Stock Idx Fnd

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All positions including iShares S&P US Pref Stock Idx Fnd held by Atria Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P US Pref Stock Idx Fnd by Atria Investments

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.9M 92k 31.19
2023-09-30 $4.7M 157k 30.15
2023-06-30 $6.0M 193k 30.93
2023-03-31 $3.4M 109k 31.22
2022-12-31 $2.1M 68k 30.53
2022-09-30 $2.1M 67k 31.66
2022-06-30 $2.2M 67k 32.88
2022-03-31 $1.6M 43k 36.42
2021-12-31 $1.4M 36k 39.42
2021-09-30 $1.1M 29k 38.81
2020-12-31 $2.0M 51k 38.51
2019-12-31 $1.0M 27k 37.59
2019-09-30 $1.2M 31k 37.52
2019-06-30 $1.1M 28k 37.18
2019-03-31 $1.3M 36k 36.54
2018-12-31 $1.6M 48k 34.24
2018-09-30 $7.1M 191k 37.13
2018-06-30 $3.8M 100k 37.71
2018-03-31 $3.1M 81k 37.56
2017-12-31 $708k 19k 38.09
2017-09-30 $641k 17k 38.80
2017-06-30 $566k 15k 39.15
2017-03-31 $577k 15k 38.68
2016-12-31 $549k 15k 37.18
2016-09-30 $684k 17k 39.50
2016-06-30 $499k 13k 39.66
2016-03-31 $633k 16k 39.03
2015-12-31 $6.7M 171k 38.84
2015-09-30 $6.3M 163k 38.60
2015-06-30 $6.4M 165k 39.17
2015-03-31 $5.9M 146k 40.11
2014-12-31 $6.3M 160k 39.44
2014-09-30 $6.6M 166k 39.52
2014-06-30 $6.8M 171k 39.91
2014-03-31 $6.9M 176k 39.03
2013-12-31 $6.7M 182k 36.83
2013-09-30 $7.0M 185k 38.00
2013-06-30 $6.5M 166k 39.28
2012-09-30 $268k 6.7k 39.93
2012-06-30 $205k 5.3k 39.00

More positions owned by Atria Investments

Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Unified Ser Tr Oneascent Core P (OACP)
Apple (AAPL)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Unified Ser Tr Oneascent Intl (OAIM)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Unified Ser Tr Oneascent Large (OALC)
Visa Com Cl A (V)

View all positions for Atria Investments

Top funds holding iShares S&P US Pref Stock Idx Fnd

Bank of America Corporation
Wells Fargo & Company
UBS Group
Royal Bank of Canada
Mariner Wealth Advisors
Global Assets Advisory
Us Bancorp
Rockefeller Capital Management
Wright Fund Managment
Commonwealth Equity Services
Orgel Wealth Management
Branch Banking & Trust Company
First Interstate Bank
Advisor Group Holdings
Deutsche Bank Aktiengesellschaft

View all funds holding iShares S&P US Pref Stock Idx Fnd