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Ishares Tr msci usa smlcp shares owned by Atria Wealth Solutions

Quarter-by-quarter ownership of Ishares Tr msci usa smlcp (SMLF) shares owned by Atria Wealth Solutions from 13F filings

Historical chart of Atria Wealth Solutions investment in Ishares Tr msci usa smlcp

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr msci usa smlcp held by Atria Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr msci usa smlcp by Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $333k 5.0k 66.36
2024-06-30 $262k 4.3k 61.21
2024-03-31 $253k 4.0k 63.58
2023-12-31 $218k 3.7k 58.81