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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

Tip: Access up to 7 years of quarterly data

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
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

Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Unified Ser Tr Oneascent Core P (OACP)
Apple (AAPL)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Unified Ser Tr Oneascent Intl (OAIM)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Unified Ser Tr Oneascent Large (OALC)
Visa Com Cl A (V)

View all positions for Atria Investments

Top funds holding American Centy Etf Tr diversified mu

CWM
CX Institutional
Goldstein Advisors
Private Advisor
Raymond James Financial Services Advisors
Branch Banking & Trust Company
Advisor Group Holdings
Atria Investments
IFP Advisors
Commonwealth Equity Services
Cambridge Investment Research Advisors
Visionary Wealth Advisors
GEM Asset Management
Condor Capital Management
Certified Advisory Corp

View all funds holding American Centy Etf Tr diversified mu