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Affinity World Leaders Equity shares owned by Atria Investments

Quarter-by-quarter ownership of Affinity World Leaders Equity (WLDR) shares owned by Atria Investments from 13F filings

Historical chart of Atria Investments investment in Affinity World Leaders Equity

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All positions including Affinity World Leaders Equity held by Atria Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Affinity World Leaders Equity by Atria Investments

Quarter filed Position value Share count Share price at filing
2024-09-30 $773k 23k 33.07
2024-06-30 $756k 25k 30.75
2024-03-31 $2.0M 65k 31.22
2023-12-31 $1.9M 71k 27.38
2023-09-30 $2.2M 86k 25.39
2023-06-30 $2.7M 102k 26.08
2023-03-31 $2.0M 79k 24.65
2022-12-31 $1.7M 70k 23.58
2022-09-30 $1.4M 70k 20.56
2022-06-30 $1.2M 54k 22.20
2022-03-31 $1.1M 43k 25.98

More positions owned by Atria Investments

Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Unified Ser Tr Oneascent Core P (OACP)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Unified Ser Tr Oneascent Intl (OAIM)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Meta Platforms Cl A (META)
Ishares Tr Core Total Usd (IUSB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Unified Ser Tr Oneascent Large (OALC)

View all positions for Atria Investments

Top funds holding Affinity World Leaders Equity

Sowell Financial Services
GeoWealth Management
Atria Investments
Signal Advisors Wealth
Maripau Wealth Management
Private Advisor
Flow Traders US
Townsquare Capital
Norden Group
Advisor Group Holdings
Assetmark
Nbc Securities
CWM
Morgan Stanley

View all funds holding Affinity World Leaders Equity