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Ishares Tr shares owned by Atria Wealth Solutions

Quarter-by-quarter ownership of Ishares Tr (USXF) shares owned by Atria Wealth Solutions from 13F filings

Historical chart of Atria Wealth Solutions investment in Ishares Tr

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All positions including Ishares 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 Ishares Tr by Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.8M 122k 39.82
2023-09-30 $3.8M 111k 34.78
2023-06-30 $4.1M 113k 35.95
2023-03-31 $3.7M 112k 33.07
2022-12-31 $3.0M 98k 30.66
2022-09-30 $2.8M 101k 27.99
2022-06-30 $3.0M 100k 29.87
2022-03-31 $4.7M 130k 35.71