Invesco unit investment shares owned by Atria Wealth Solutions
Quarter-by-quarter ownership of Invesco unit investment (SPHB) shares owned by Atria Wealth Solutions
from 13F filings
Historical chart of Atria Wealth Solutions investment in Invesco unit investment
Tip: Access up to 7 years of quarterly data
All positions including Invesco unit investment held by Atria Wealth Solutions consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Invesco unit investment by Atria Wealth Solutions
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $224k | 2.7k | 82.39 |
2023-06-30 | $219k | 2.9k | 76.38 |
2023-03-31 | $406k | 5.8k | 69.95 |