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Principal Exchange Traded Fd us mega cap shares owned by Atria Wealth Solutions

Quarter-by-quarter ownership of Principal Exchange Traded Fd us mega cap (USMC) shares owned by Atria Wealth Solutions from 13F filings

Historical chart of Atria Wealth Solutions investment in Principal Exchange Traded Fd us mega cap

Tip: Access up to 7 years of quarterly data

All positions including Principal Exchange Traded Fd us mega cap held by Atria Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Principal Exchange Traded Fd us mega cap by Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2023-12-31 $236k 5.0k 46.95
2023-09-30 $213k 5.0k 42.84
2023-06-30 $217k 5.0k 43.66
2022-03-31 $207k 4.9k 42.58

More positions owned by Atria Wealth Solutions

Apple Put Option (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Amazon (AMZN)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Atria Wealth Solutions

Top funds holding Principal Exchange Traded Fd us mega cap

Principal Financial Group
Principal Securities
Raymond James Financial Services Advisors
Legacy CG
O'Brien Wealth Partners
Raymond James & Associates
Wells Fargo & Company
Segment Wealth Management
Jackson Wealth Management
Commonwealth Equity Services
Goldman Sachs Group
Cambridge Investment Research Advisors
Wealth Enhancement Advisory Services
Janney Montgomery Scott
One Capital Management

View all funds holding Principal Exchange Traded Fd us mega cap