Orion Portfolio Solutions »

Ishares Tr aaa a rated cp shares owned by Orion Portfolio Solutions

Quarter-by-quarter ownership of Ishares Tr aaa a rated cp (QLTA) shares owned by Orion Portfolio Solutions from 13F filings

Historical chart of Orion Portfolio Solutions investment in Ishares Tr aaa a rated cp

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr aaa a rated cp held by Orion Portfolio Solutions consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr aaa a rated cp by Orion Portfolio Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $502k 10k 49.15
2020-06-30 $7.0k 122 57.38
2020-03-31 $7.0k 122 57.38

More positions owned by Orion Portfolio Solutions

Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Northern Lts Fd Tr Iv Main Buywrite (BUYW)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
NVIDIA Corporation (NVDA)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Us Aggbd Et (AGG)
Amazon (AMZN)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Core Msci Total (IXUS)

View all positions for Orion Portfolio Solutions

Top funds holding Ishares Tr aaa a rated cp

Miracle Mile Advisors
LPL Financial
Bank of America Corporation
Envestnet Asset Management
Eastern Bank
HighTower Advisors
Wells Fargo & Company
Pacific Wealth Management
Madison Asset Management
Bailard
Commonwealth Equity Services
Raymond James Financial Services Advisors
Parcion Private Wealth
Morgan Stanley
Assetmark

View all funds holding Ishares Tr aaa a rated cp