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Zacks Trust shares owned by Atria Investments

Quarter-by-quarter ownership of Zacks Trust (SMIZ) shares owned by Atria Investments from 13F filings

Historical chart of Atria Investments investment in Zacks Trust

Tip: Access up to 7 years of quarterly data

All positions including Zacks Trust held by Atria Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Zacks Trust by Atria Investments

Quarter filed Position value Share count Share price at filing
2024-09-30 $278k 8.4k 33.10
2024-06-30 $259k 8.5k 30.49

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 Zacks Trust

TRUE Private Wealth Advisors
Nelson, Van Denburg & Campbell Wealth Management
Wayfinding Financial
Kowal Investment Group
Change Path
Axxcess Wealth Management
Arete Wealth Advisors
Strategic Blueprint
Balboa Wealth Partners
Advisory Services Network
Cambridge Investment Research Advisors
Continental Investors Services
LifePro Asset Management
CoreCap Advisors
Eqis Capital Management

View all funds holding Zacks Trust