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Ultimus Managers Tr Q3 shares owned by Atria Wealth Solutions

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

Historical chart of Atria Wealth Solutions 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 Wealth Solutions 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 Wealth Solutions

Quarter filed Position value Share count Share price at filing
2023-12-31 $627k 23k 27.47

More positions owned by Atria Wealth Solutions

Apple Put Option (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Amazon (AMZN)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Atria Wealth Solutions

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