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Whitehorse Finance shares owned by Atria Wealth Solutions

Quarter-by-quarter ownership of Whitehorse Finance (WHF) shares owned by Atria Wealth Solutions from 13F filings

Historical chart of Atria Wealth Solutions investment in Whitehorse Finance

Tip: Access up to 7 years of quarterly data

All positions including Whitehorse Finance held by Atria Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Whitehorse Finance by Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2023-12-31 $743k 59k 12.69
2023-09-30 $987k 75k 13.11
2023-06-30 $856k 65k 13.20
2023-03-31 $760k 59k 12.95
2022-12-31 $398k 30k 13.38
2022-09-30 $320k 28k 11.44

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View all positions for Atria Wealth Solutions

Top funds holding Whitehorse Finance

Sound Income Strategies
Advisors Asset Management
UBS Group
Legal & General Group
Two Sigma Investments
Raymond James & Associates
Gables Capital Management
Two Sigma Advisers
Connor, Clark & Lunn Investment Management
Millennium Management
Atria Wealth Solutions
Toroso Investments
Citadel Advisors
Virtus ETF Advisers
Royal Bank of Canada

View all funds holding Whitehorse Finance