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

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

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

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

Quarter filed Position value Share count Share price at filing
2023-12-31 $366k 12k 30.88
2023-09-30 $407k 14k 28.72
2023-06-30 $431k 15k 29.19
2023-03-31 $432k 16k 27.73
2022-12-31 $408k 15k 27.71
2022-09-30 $424k 15k 27.48
2022-06-30 $399k 14k 28.72
2022-03-31 $428k 14k 31.06

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 lgcp tc sl

WBI Investments
Advisor Group Holdings
Citadel Advisors
Atria Wealth Solutions
H D Vest Advisory Services
Bank of New York Mellon
UBS Group
Royal Bank of Canada

View all funds holding Absolute Shs Tr wbi lgcp tc sl