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Listed Fd Tr shares owned by Atria Wealth Solutions

Quarter-by-quarter ownership of Listed Fd Tr (TUG) shares owned by Atria Wealth Solutions from 13F filings

Historical chart of Atria Wealth Solutions investment in Listed Fd Tr

Tip: Access up to 7 years of quarterly data

All positions including Listed Fd Tr held by Atria Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Listed Fd Tr by Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2025-06-30 $261k 7.2k 36.22
2025-03-31 $3.1M 99k 30.96
2024-12-31 $3.1M 94k 33.52
2024-09-30 $206k 6.1k 33.44

More positions owned by Atria Wealth Solutions

Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Total Usd (IUSB)
Amazon (AMZN)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Specialized Funds Div App Etf (VIG)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Atria Wealth Solutions

Top funds holding Listed Fd Tr

Transamerica Financial Advisors
Harbour Investments
LPL Financial
Encompass More Asset Management
Goldman Sachs Group
Jane Street
Geneos Wealth Management
Summit Global Investments
Atria Wealth Solutions
Cambridge Investment Research Advisors
International Assets Investment Management
Citadel Advisors
Morgan Stanley
Advisor Group Holdings
AE Wealth Management

View all funds holding Listed Fd Tr