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Ultimus Managers Tr Q3 shares owned by Atria Investments

Quarter-by-quarter ownership of Ultimus Managers Tr Q3 (QVOY) shares owned by Atria Investments from 13F filings

Historical chart of Atria Investments investment in Ultimus Managers Tr Q3

Tip: Access up to 7 years of quarterly data

All positions including Ultimus Managers Tr Q3 held by Atria Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ultimus Managers Tr Q3 by Atria Investments

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.5M 164k 27.47
2023-09-30 $4.5M 166k 27.23
2023-06-30 $4.6M 166k 27.68
2023-03-31 $4.7M 187k 25.11
2022-12-31 $3.9M 156k 24.85

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 Ultimus Managers Tr Q3

HBW Advisory Services
Q3 Asset Management
Atria Investments
Secure Asset Management
Sawtooth Asset Management
Atria Wealth Solutions
Gts Securities
CoreCap Advisors
Arete Wealth Advisors
Harbour Investments
UBS Group

View all funds holding Ultimus Managers Tr Q3