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Ab Active Etfs shares owned by Atria Wealth Solutions

Quarter-by-quarter ownership of Ab Active Etfs (SYFI) shares owned by Atria Wealth Solutions from 13F filings

Historical chart of Atria Wealth Solutions investment in Ab Active Etfs

Tip: Access up to 7 years of quarterly data

All positions including Ab Active Etfs held by Atria Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ab Active Etfs by Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.0M 166k 35.95
2024-06-30 $5.4M 153k 35.11

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Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
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Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Specialized Funds Div App Etf (VIG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Atria Wealth Solutions

Top funds holding Ab Active Etfs

Alliancebernstein
LPL Financial
Royal Bank of Canada
Morgan Stanley
Advisor Group Holdings
Bank of America Corporation
Goss Wealth Management
Raymond James & Associates
Commonwealth Equity Services
Raymond James Financial Services Advisors
SOL Capital Management
Cetera Investment Advisers
Atria Wealth Solutions
Branch Banking & Trust Company
Great Valley Advisor Group

View all funds holding Ab Active Etfs