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Absolute Shs Tr wbi lgcp tc yl shares owned by Atria Wealth Solutions

Quarter-by-quarter ownership of Absolute Shs Tr wbi lgcp tc yl (WBIG) shares owned by Atria Wealth Solutions from 13F filings

Historical chart of Atria Wealth Solutions investment in Absolute Shs Tr wbi lgcp tc yl

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All positions including Absolute Shs Tr wbi lgcp tc yl 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 lgcp tc yl by Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $617k 25k 24.68
2024-06-30 $599k 25k 23.92
2024-03-31 $648k 25k 25.49
2023-12-31 $655k 28k 23.10
2023-09-30 $740k 34k 22.07
2023-06-30 $817k 35k 23.24
2023-03-31 $899k 40k 22.33
2022-12-31 $908k 38k 24.16
2022-09-30 $986k 40k 24.83
2022-06-30 $433k 17k 25.93
2022-03-31 $465k 17k 28.06

More positions owned by Atria Wealth Solutions

Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Specialized Funds Div App Etf (VIG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Atria Wealth Solutions

Top funds holding Absolute Shs Tr wbi lgcp tc yl

WBI Investments
Envestnet Asset Management
LPL Financial
Cetera Investment Advisers
Advisor Group Holdings
Jane Street
Atria Wealth Solutions
Bank of New York Mellon
Southland Equity Partners

View all funds holding Absolute Shs Tr wbi lgcp tc yl