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Ishares Tr shares owned by Atria Investments

Quarter-by-quarter ownership of Ishares Tr (TLTW) shares owned by Atria Investments from 13F filings

Historical chart of Atria Investments investment in Ishares Tr

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All positions including Ishares Tr held by Atria Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Atria Investments

Quarter filed Position value Share count Share price at filing
2025-03-31 $6.3M 262k 24.06
2024-12-31 $5.8M 245k 23.52

More positions owned by Atria Investments

Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Meta Platforms Cl A (META)
Broadcom (AVGO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Growth Etf (VUG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Atria Investments

Top funds holding Ishares Tr

LPL Financial
Cetera Investment Advisers
Wealth Enhancement Advisory Services
Envestnet Asset Management
Franklin Resources
Prevail Innovative Wealth Advisors
Columbus Macro
UBS Group
Emerald Investment Partners
AlphaStar Capital Management
Assetmark
Hamilton Wealth
Royal Bank of Canada
Commonwealth Equity Services
Advisor Group Holdings

View all funds holding Ishares Tr