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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

Tip: Access up to 7 years of quarterly data

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
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

Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Unified Ser Tr Oneascent Core P (OACP)
Apple (AAPL)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Unified Ser Tr Oneascent Intl (OAIM)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Unified Ser Tr Oneascent Large (OALC)
Visa Com Cl A (V)

View all positions for Atria Investments

Top funds holding Affinity World Leaders Equity

Sowell Financial Services
Atria Investments
Signal Advisors Wealth
CWM
Maripau Wealth Management
Citadel Advisors
Advisor Group Holdings
Nbc Securities
UBS Group
Provence Wealth Management Group

View all funds holding Affinity World Leaders Equity