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Tiptree Finl Inc cl a shares owned by Atria Wealth Solutions

Quarter-by-quarter ownership of Tiptree Finl Inc cl a (TIPT) shares owned by Atria Wealth Solutions from 13F filings

Historical chart of Atria Wealth Solutions investment in Tiptree Finl Inc cl a

Tip: Access up to 7 years of quarterly data

All positions including Tiptree Finl Inc cl a held by Atria Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Tiptree Finl Inc cl a by Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2024-12-31 $390k 19k 20.86
2024-09-30 $346k 18k 19.57
2024-06-30 $287k 17k 16.49
2024-03-31 $335k 19k 17.28
2023-12-31 $367k 19k 18.96

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Ishares Tr Core S&p500 Etf (IVV)
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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 Tiptree Finl Inc cl a

Dimensional Fund Advisors
BlackRock
Vanguard Group
Breach Inlet Capital Management
Geode Capital Management
Cannell Capital
Royce & Associates
State Street Corporation
Heartland Advisors
TCW Group
Kennedy Capital Management
Invesco
Bridgeway Capital Management
Goldman Sachs Group
Northern Trust

View all funds holding Tiptree Finl Inc cl a