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American Centy Etf Tr diversified mu shares owned by Atria Investments

Quarter-by-quarter ownership of American Centy Etf Tr diversified mu (TAXF) shares owned by Atria Investments from 13F filings

Historical chart of Atria Investments investment in American Centy Etf Tr diversified mu

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All positions including American Centy Etf Tr diversified mu held by Atria Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Centy Etf Tr diversified mu by Atria Investments

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.7M 111k 51.42
2024-06-30 $5.4M 107k 50.36
2024-03-31 $5.3M 106k 50.55
2023-12-31 $5.4M 106k 50.96
2023-09-30 $3.7M 76k 47.95
2023-06-30 $2.8M 57k 50.00
2023-03-31 $1.8M 37k 50.35

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 American Centy Etf Tr diversified mu

Envestnet Asset Management
CWM
CX Institutional
LPL Financial
Goldstein Advisors
Morgan Stanley
Private Advisor
Resources Investment Advisors
IFP Advisors
Condor Capital Management
Raymond James Financial Services Advisors
Atria Investments
HighTower Advisors
Commonwealth Equity Services
Cambridge Investment Research Advisors

View all funds holding American Centy Etf Tr diversified mu