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Shp Etf Trust shares owned by Atria Wealth Solutions

Quarter-by-quarter ownership of Shp Etf Trust (SPYI) shares owned by Atria Wealth Solutions from 13F filings

Historical chart of Atria Wealth Solutions investment in Shp Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Shp Etf Trust held by Atria Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Shp Etf Trust by Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2024-12-31 $2.0M 38k 50.82
2024-09-30 $1.5M 30k 51.23
2024-06-30 $1.2M 23k 50.66
2024-03-31 $357k 7.1k 50.36
2023-12-31 $342k 7.1k 48.20

More positions owned by Atria Wealth Solutions

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Atria Wealth Solutions

Top funds holding Shp Etf Trust

Gradient Investments
Private Advisor
LPL Financial
Stifel Financial
Brown Financial Advisors
International Assets Investment Management
Mml Investors Services
Renaissance Technologies
Crescent Grove Advisors
Cascade Wealth Advisors
Citadel Advisors
Orion Portfolio Solutions
Unique Wealth
Envestnet Asset Management
Cetera Investment Advisers

View all funds holding Shp Etf Trust