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Absolute Shs Tr wbi lg cp tcvl shares owned by Atria Wealth Solutions

Quarter-by-quarter ownership of Absolute Shs Tr wbi lg cp tcvl (WBIF) shares owned by Atria Wealth Solutions from 13F filings

Historical chart of Atria Wealth Solutions investment in Absolute Shs Tr wbi lg cp tcvl

Tip: Access up to 7 years of quarterly data

All positions including Absolute Shs Tr wbi lg cp tcvl held by Atria Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Absolute Shs Tr wbi lg cp tcvl by Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2023-12-31 $344k 12k 27.77
2023-09-30 $395k 15k 26.76
2023-06-30 $444k 15k 28.91
2023-03-31 $399k 15k 26.67
2022-12-31 $394k 14k 27.87
2022-09-30 $421k 15k 28.32
2022-06-30 $460k 16k 29.48
2022-03-31 $491k 15k 31.78

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 Absolute Shs Tr wbi lg cp tcvl

WBI Investments
Advisor Group Holdings
Jane Street
Citadel Advisors
Atria Wealth Solutions
Bank of New York Mellon
H D Vest Advisory Services
Householder Group Estate & Retirement Specialist
Royal Bank of Canada

View all funds holding Absolute Shs Tr wbi lg cp tcvl