$2.26 Billion is the total value of Atria Investments, Inc's 875 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| WMIH | Exit | WMIH CORP | $0 | – | -16,503 | -100.0% | -0.00% | – |
| GTE | Exit | GRAN TIERRA ENERGY INC | $0 | – | -13,621 | -100.0% | -0.00% | – |
| NYCB | Exit | NEW YORK CMNTY BANCORP INC | $0 | – | -10,129 | -100.0% | -0.00% | – |
| FCT | Exit | FIRST TR SR FLG RTE INCM FD | $0 | – | -12,436 | -100.0% | -0.01% | – |
| MPW | Exit | MEDICAL PPTYS TRUST INC | $0 | – | -11,021 | -100.0% | -0.01% | – |
| ING | Exit | ING GROEP N Vsponsored adr | $0 | – | -12,165 | -100.0% | -0.01% | – |
| SLV | Exit | ISHARES SILVER TRUSTishares | $0 | – | -10,398 | -100.0% | -0.01% | – |
| AINV | Exit | APOLLO INVT CORP | $0 | – | -36,469 | -100.0% | -0.01% | – |
| VONV | Exit | VANGUARD SCOTTSDALE FDSvng rus1000val | $0 | – | -1,898 | -100.0% | -0.01% | – |
| SPLG | Exit | SPDR SERIES TRUSTportfolio lr etf | $0 | – | -6,058 | -100.0% | -0.01% | – |
| CBS | Exit | CBS CORP NEWcl b | $0 | – | -3,514 | -100.0% | -0.01% | – |
| MFGP | Exit | MICRO FOCUS INTERNATIONAL PLspon adr new | $0 | – | -11,504 | -100.0% | -0.01% | – |
| VYMI | Exit | VANGUARD WHITEHALL FDS INCintl high etf | $0 | – | -3,409 | -100.0% | -0.01% | – |
| NDSN | Exit | NORDSON CORP | $0 | – | -1,539 | -100.0% | -0.01% | – |
| CAG | Exit | CONAGRA BRANDS INC | $0 | – | -6,276 | -100.0% | -0.01% | – |
| DVA | Exit | DAVITA INC | $0 | – | -2,843 | -100.0% | -0.01% | – |
| MAN | Exit | MANPOWERGROUP INC | $0 | – | -2,492 | -100.0% | -0.01% | – |
| DXC | Exit | DXC TECHNOLOGY CO | $0 | – | -2,182 | -100.0% | -0.01% | – |
| HAS | Exit | HASBRO INC | $0 | – | -2,046 | -100.0% | -0.01% | – |
| MYOV | Exit | MYOVANT SCIENCES LTD | $0 | – | -7,581 | -100.0% | -0.01% | – |
| GNL | Exit | GLOBAL NET LEASE INC | $0 | – | -10,065 | -100.0% | -0.01% | – |
| IYG | Exit | ISHARES TRu.s. fin svc etf | $0 | – | -1,585 | -100.0% | -0.01% | – |
| TMK | Exit | TORCHMARK CORP | $0 | – | -2,400 | -100.0% | -0.01% | – |
| WTFC | Exit | WINTRUST FINL CORP | $0 | – | -2,448 | -100.0% | -0.01% | – |
| SCHC | Exit | SCHWAB STRATEGIC TRintl sceqt etf | $0 | – | -5,533 | -100.0% | -0.01% | – |
| CRH | Exit | CRH PLCadr | $0 | – | -6,428 | -100.0% | -0.01% | – |
| INDY | Exit | ISHARES TRindia 50 etf | $0 | – | -6,108 | -100.0% | -0.01% | – |
| INCY | Exit | INCYTE CORP | $0 | – | -3,057 | -100.0% | -0.01% | – |
| PSMT | Exit | PRICESMART INC | $0 | – | -2,573 | -100.0% | -0.01% | – |
| DFJ | Exit | WISDOMTREE TRjp smallcp div | $0 | – | -2,783 | -100.0% | -0.01% | – |
| Exit | CORPORATE CAP TR INC | $0 | – | -14,690 | -100.0% | -0.01% | – | |
| GOV | Exit | GOVERNMENT PPTYS INCOME TR | $0 | – | -21,236 | -100.0% | -0.01% | – |
| CVGW | Exit | CALAVO GROWERS INC | $0 | – | -2,268 | -100.0% | -0.01% | – |
| XMLV | Exit | INVESCO EXCHNG TRADED FD TRs&p midcp low | $0 | – | -4,505 | -100.0% | -0.01% | – |
| FEX | Exit | FIRST TR LRGE CP CORE ALPHA | $0 | – | -3,831 | -100.0% | -0.01% | – |
| ANDV | Exit | ANDEAVOR | $0 | – | -1,468 | -100.0% | -0.01% | – |
| WERN | Exit | WERNER ENTERPRISES INC | $0 | – | -6,343 | -100.0% | -0.01% | – |
| BLUE | Exit | BLUEBIRD BIO INC | $0 | – | -1,552 | -100.0% | -0.01% | – |
| HEI | Exit | HEICO CORP NEW | $0 | – | -2,555 | -100.0% | -0.01% | – |
| SEND | Exit | SENDGRID INC | $0 | – | -6,278 | -100.0% | -0.01% | – |
| BXP | Exit | BOSTON PROPERTIES INC | $0 | – | -1,832 | -100.0% | -0.01% | – |
| HFC | Exit | HOLLYFRONTIER CORP | $0 | – | -3,316 | -100.0% | -0.01% | – |
| IBUY | Exit | AMPLIFY ETF TRonlin retl etf | $0 | – | -4,370 | -100.0% | -0.01% | – |
| IVLU | Exit | ISHARES TRintl value factr | $0 | – | -9,037 | -100.0% | -0.01% | – |
| PPG | Exit | PPG INDS INC | $0 | – | -2,091 | -100.0% | -0.01% | – |
| AYI | Exit | ACUITY BRANDS INC | $0 | – | -1,465 | -100.0% | -0.01% | – |
| JOBS | Exit | 51JOB INC | $0 | – | -2,816 | -100.0% | -0.01% | – |
| CHRW | Exit | C H ROBINSON WORLDWIDE INC | $0 | – | -2,343 | -100.0% | -0.01% | – |
| HUBS | Exit | HUBSPOT INC | $0 | – | -1,432 | -100.0% | -0.01% | – |
| PCTY | Exit | PAYLOCITY HLDG CORP | $0 | – | -2,822 | -100.0% | -0.01% | – |
| QRTEA | Exit | QURATE RETAIL INC | $0 | – | -10,737 | -100.0% | -0.01% | – |
| HTUS | Exit | EXCHANGE TRADED CONCEPTS TRhull tactic us | $0 | – | -7,818 | -100.0% | -0.01% | – |
| XEC | Exit | CIMAREX ENERGY CO | $0 | – | -2,429 | -100.0% | -0.01% | – |
| VRP | Exit | INVESCO EXCHNG TRADED FD TRvar rate pfd | $0 | – | -9,439 | -100.0% | -0.01% | – |
| DVMT | Exit | DELL TECHNOLOGIES INC | $0 | – | -2,441 | -100.0% | -0.01% | – |
| TDOC | Exit | TELADOC HEALTH INC | $0 | – | -2,636 | -100.0% | -0.01% | – |
| AEE | Exit | AMEREN CORP | $0 | – | -3,758 | -100.0% | -0.01% | – |
| E | Exit | ENI S P Asponsored adr | $0 | – | -6,111 | -100.0% | -0.01% | – |
| FDRR | Exit | FIDELITYdivid etf risi | $0 | – | -6,852 | -100.0% | -0.01% | – |
| LOPE | Exit | GRAND CANYON ED INC | $0 | – | -2,017 | -100.0% | -0.01% | – |
| BWA | Exit | BORGWARNER INC | $0 | – | -5,986 | -100.0% | -0.01% | – |
| DBE | Exit | INVESCO DB MLTI SECTR CMMTYenergy fd | $0 | – | -14,314 | -100.0% | -0.01% | – |
| MRTN | Exit | MARTEN TRANS LTD | $0 | – | -12,337 | -100.0% | -0.01% | – |
| HASI | Exit | HANNON ARMSTRONG SUST INFR C | $0 | – | -11,285 | -100.0% | -0.01% | – |
| AWK | Exit | AMERICAN WTR WKS CO INC NEW | $0 | – | -2,802 | -100.0% | -0.01% | – |
| MEDP | Exit | MEDPACE HLDGS INC | $0 | – | -4,099 | -100.0% | -0.01% | – |
| BR | Exit | BROADRIDGE FINL SOLUTIONS IN | $0 | – | -1,837 | -100.0% | -0.01% | – |
| DHI | Exit | D R HORTON INC | $0 | – | -6,198 | -100.0% | -0.01% | – |
| ULTI | Exit | ULTIMATE SOFTWARE GROUP INC | $0 | – | -757 | -100.0% | -0.01% | – |
| GIL | Exit | GILDAN ACTIVEWEAR INC | $0 | – | -8,579 | -100.0% | -0.01% | – |
| VRSK | Exit | VERISK ANALYTICS INC | $0 | – | -2,049 | -100.0% | -0.01% | – |
| LSTR | Exit | LANDSTAR SYS INC | $0 | – | -2,272 | -100.0% | -0.01% | – |
| NFX | Exit | NEWFIELD EXPL CO | $0 | – | -9,796 | -100.0% | -0.01% | – |
| FMS | Exit | FRESENIUS MED CARE AG&CO KGAsponsored adr | $0 | – | -5,501 | -100.0% | -0.01% | – |
| CA | Exit | CA INC | $0 | – | -6,249 | -100.0% | -0.01% | – |
| SGEN | Exit | SEATTLE GENETICS INC | $0 | – | -3,738 | -100.0% | -0.01% | – |
| IX | Exit | ORIX CORPsponsored adr | $0 | – | -3,505 | -100.0% | -0.01% | – |
| XHE | Exit | SPDR SERIES TRUSThlth cr equip | $0 | – | -3,202 | -100.0% | -0.01% | – |
| SMG | Exit | SCOTTS MIRACLE GRO COcl a | $0 | – | -3,491 | -100.0% | -0.01% | – |
| PID | Exit | INVESCO EXCHANGE TRADED FD Tintl divi achi | $0 | – | -18,051 | -100.0% | -0.01% | – |
| NTAP | Exit | NETAPP INC | $0 | – | -3,229 | -100.0% | -0.01% | – |
| TECH | Exit | BIO TECHNE CORP | $0 | – | -1,341 | -100.0% | -0.01% | – |
| TER | Exit | TERADYNE INC | $0 | – | -7,519 | -100.0% | -0.01% | – |
| LEN | Exit | LENNAR CORPcl a | $0 | – | -5,807 | -100.0% | -0.01% | – |
| VIAB | Exit | VIACOM INC NEWcl b | $0 | – | -8,532 | -100.0% | -0.01% | – |
| BWXT | Exit | BWX TECHNOLOGIES INC | $0 | – | -4,383 | -100.0% | -0.01% | – |
| ADAP | Exit | ADAPTIMMUNE THERAPEUTICS PLCsponds adr | $0 | – | -19,673 | -100.0% | -0.01% | – |
| PRI | Exit | PRIMERICA INC | $0 | – | -2,417 | -100.0% | -0.01% | – |
| IPGP | Exit | IPG PHOTONICS CORP | $0 | – | -1,999 | -100.0% | -0.01% | – |
| WY | Exit | WEYERHAEUSER CO | $0 | – | -9,161 | -100.0% | -0.01% | – |
| NOAH | Exit | NOAH HLDGS LTDspon ads cl a | $0 | – | -7,162 | -100.0% | -0.01% | – |
| EES | Exit | WISDOMTREE TRus smallcp erngs | $0 | – | -7,455 | -100.0% | -0.01% | – |
| WSM | Exit | WILLIAMS SONOMA INC | $0 | – | -4,807 | -100.0% | -0.01% | – |
| ITM | Exit | VANECK VECTORS ETF TRamt free int etf | $0 | – | -13,974 | -100.0% | -0.01% | – |
| APAM | Exit | ARTISAN PARTNERS ASSET MGMTcl a | $0 | – | -9,736 | -100.0% | -0.01% | – |
| FDN | Exit | FIRST TR EXCHANGE TRADED FDdj internt idx | $0 | – | -2,310 | -100.0% | -0.01% | – |
| GWPH | Exit | GW PHARMACEUTICALS PLCads | $0 | – | -1,919 | -100.0% | -0.01% | – |
| ARW | Exit | ARROW ELECTRS INC | $0 | – | -4,558 | -100.0% | -0.01% | – |
| BIO | Exit | BIO RAD LABS INCcl a | $0 | – | -1,077 | -100.0% | -0.01% | – |
| SMH | Exit | VANECK VECTORS ETF TRsemiconductor et | $0 | – | -3,194 | -100.0% | -0.01% | – |
| CGNX | Exit | COGNEX CORP | $0 | – | -6,441 | -100.0% | -0.01% | – |
| IFF | Exit | INTERNATIONAL FLAVORS&FRAGRA | $0 | – | -2,495 | -100.0% | -0.01% | – |
| SHPG | Exit | SHIRE PLCsponsored adr | $0 | – | -2,013 | -100.0% | -0.01% | – |
| B | Exit | BARNES GROUP INC | $0 | – | -4,946 | -100.0% | -0.01% | – |
| IDXX | Exit | IDEXX LABS INC | $0 | – | -1,405 | -100.0% | -0.01% | – |
| IGV | Exit | ISHARES TRna tec sftwr etf | $0 | – | -1,736 | -100.0% | -0.01% | – |
| AOS | Exit | SMITH A O | $0 | – | -6,733 | -100.0% | -0.01% | – |
| IYW | Exit | ISHARES TRu.s. tech etf | $0 | – | -1,820 | -100.0% | -0.01% | – |
| HSIC | Exit | SCHEIN HENRY INC | $0 | – | -4,500 | -100.0% | -0.02% | – |
| TLND | Exit | TALEND S Aads | $0 | – | -5,613 | -100.0% | -0.02% | – |
| MNKKQ | Exit | MALLINCKRODT PUB LTD CO | $0 | – | -13,386 | -100.0% | -0.02% | – |
| EWBC | Exit | EAST WEST BANCORP INC | $0 | – | -6,332 | -100.0% | -0.02% | – |
| STM | Exit | STMICROELECTRONICS N Vny registry | $0 | – | -20,922 | -100.0% | -0.02% | – |
| CLB | Exit | CORE LABORATORIES N V | $0 | – | -3,223 | -100.0% | -0.02% | – |
| IBB | Exit | ISHARES TRnasdaq biotech | $0 | – | -3,115 | -100.0% | -0.02% | – |
| SNY | Exit | SANOFIsponsored adr | $0 | – | -8,957 | -100.0% | -0.02% | – |
| BTI | Exit | BRITISH AMERN TOB PLCsponsored adr | $0 | – | -9,352 | -100.0% | -0.02% | – |
| ZION | Exit | ZIONS BANCORPORATION | $0 | – | -9,103 | -100.0% | -0.02% | – |
| ABMD | Exit | ABIOMED INC | $0 | – | -1,017 | -100.0% | -0.02% | – |
| ITEQ | Exit | ETF MANAGERS TRbluestar israel | $0 | – | -13,065 | -100.0% | -0.02% | – |
| DDWM | Exit | WISDOMTREE TRcurrncy int eq | $0 | – | -16,056 | -100.0% | -0.02% | – |
| FIW | Exit | FIRST TR EXCHANGE TRADED FDwtr etf | $0 | – | -10,138 | -100.0% | -0.02% | – |
| FXD | Exit | FIRST TR EXCHANGE TRADED FDconsumr discre | $0 | – | -11,528 | -100.0% | -0.02% | – |
| MSM | Exit | MSC INDL DIRECT INCcl a | $0 | – | -6,058 | -100.0% | -0.02% | – |
| UPRO | Exit | PROSHARES TRultrpro s&p500 | $0 | – | -9,154 | -100.0% | -0.02% | – |
| PTEN | Exit | PATTERSON UTI ENERGY INC | $0 | – | -31,087 | -100.0% | -0.02% | – |
| XNTK | Exit | SPDR SERIES TRUSTnyse tech etf | $0 | – | -5,561 | -100.0% | -0.02% | – |
| HYLB | Exit | DBX ETF TRxtrack usd high | $0 | – | -10,853 | -100.0% | -0.02% | – |
| ICF | Exit | ISHARES TRcohen steer reit | $0 | – | -5,847 | -100.0% | -0.02% | – |
| HTHT | Exit | HUAZHU GROUP LTDsponsored ads | $0 | – | -18,274 | -100.0% | -0.02% | – |
| KORS | Exit | MICHAEL KORS HLDGS LTD | $0 | – | -8,907 | -100.0% | -0.02% | – |
| NOV | Exit | NATIONAL OILWELL VARCO INC | $0 | – | -14,783 | -100.0% | -0.02% | – |
| PCAR | Exit | PACCAR INC | $0 | – | -9,124 | -100.0% | -0.02% | – |
| K | Exit | KELLOGG CO | $0 | – | -9,082 | -100.0% | -0.02% | – |
| JPIN | Exit | JP MORGAN EXCHANGE TRADED FDdiv rtn int eq | $0 | – | -10,980 | -100.0% | -0.02% | – |
| RWX | Exit | SPDR INDEX SHS FDSdj intl rl etf | $0 | – | -16,982 | -100.0% | -0.03% | – |
| EFG | Exit | ISHARES TReafe grwth etf | $0 | – | -8,622 | -100.0% | -0.03% | – |
| SPIP | Exit | SPDR SERIES TRUSTblombrg brc tips | $0 | – | -13,240 | -100.0% | -0.03% | – |
| VOX | Exit | VANGUARD WORLD FDS | $0 | – | -8,641 | -100.0% | -0.03% | – |
| PCY | Exit | INVESCO EXCHNG TRADED FD TRemrng mkt svrg | $0 | – | -28,216 | -100.0% | -0.03% | – |
| STLD | Exit | STEEL DYNAMICS INC | $0 | – | -17,398 | -100.0% | -0.03% | – |
| SCJ | Exit | ISHARES INCmsci japn smcetf | $0 | – | -9,950 | -100.0% | -0.03% | – |
| PGF | Exit | INVESCO EXCHANGE TRADED FD Tfinl pfd etf | $0 | – | -42,532 | -100.0% | -0.03% | – |
| HYD | Exit | VANECK VECTORS ETF TRhigh yld mun etf | $0 | – | -25,260 | -100.0% | -0.03% | – |
| IOO | Exit | ISHARES TRglobal 100 etf | $0 | – | -17,414 | -100.0% | -0.03% | – |
| SNLN | Exit | HIGHLAND FDS Ihi ld iboxx srln | $0 | – | -47,235 | -100.0% | -0.03% | – |
| BSCI | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -42,321 | -100.0% | -0.04% | – |
| EFX | Exit | EQUIFAX INC | $0 | – | -6,867 | -100.0% | -0.04% | – |
| JBHT | Exit | HUNT J B TRANS SVCS INC | $0 | – | -7,597 | -100.0% | -0.04% | – |
| DYLS | Exit | WISDOMTREE TRdynamic lng eq | $0 | – | -26,710 | -100.0% | -0.04% | – |
| QYLD | Exit | HORIZONS ETF TR Ihorizons nasdaq | $0 | – | -36,893 | -100.0% | -0.04% | – |
| FNCL | Exit | FIDELITYmsci finls idx | $0 | – | -25,014 | -100.0% | -0.04% | – |
| ARMK | Exit | ARAMARK | $0 | – | -23,282 | -100.0% | -0.04% | – |
| CLH | Exit | CLEAN HARBORS INC | $0 | – | -14,546 | -100.0% | -0.04% | – |
| ETP | Exit | ENERGY TRANSFER PARTNERS LPunit ltd prt int | $0 | – | -46,613 | -100.0% | -0.04% | – |
| PX | Exit | PRAXAIR INC | $0 | – | -6,683 | -100.0% | -0.04% | – |
| ESRX | Exit | EXPRESS SCRIPTS HLDG CO | $0 | – | -11,625 | -100.0% | -0.04% | – |
| EWX | Exit | SPDR INDEX SHS FDSs&p emktsc etf | $0 | – | -25,840 | -100.0% | -0.05% | – |
| VAW | Exit | VANGUARD WORLD FDSmaterials etf | $0 | – | -9,552 | -100.0% | -0.05% | – |
| ETV | Exit | EATON VANCE TX MNG BY WRT OP | $0 | – | -80,171 | -100.0% | -0.05% | – |
| VIS | Exit | VANGUARD WORLD FDSindustrial etf | $0 | – | -8,928 | -100.0% | -0.05% | – |
| VFH | Exit | VANGUARD WORLD FDSfinancials etf | $0 | – | -19,340 | -100.0% | -0.05% | – |
| VDE | Exit | VANGUARD WORLD FDSenergy etf | $0 | – | -13,024 | -100.0% | -0.05% | – |
| FXZ | Exit | FIRST TR EXCHANGE TRADED FDmaterials alph | $0 | – | -33,139 | -100.0% | -0.05% | – |
| CI | Exit | CIGNA CORPORATION | $0 | – | -6,608 | -100.0% | -0.05% | – |
| ALGN | Exit | ALIGN TECHNOLOGY INC | $0 | – | -3,561 | -100.0% | -0.06% | – |
| VHT | Exit | VANGUARD WORLD FDShealth car etf | $0 | – | -8,144 | -100.0% | -0.06% | – |
| VCR | Exit | VANGUARD WORLD FDSconsum dis etf | $0 | – | -8,530 | -100.0% | -0.06% | – |
| VGT | Exit | VANGUARD WORLD FDSinf tech etf | $0 | – | -7,646 | -100.0% | -0.06% | – |
| IYJ | Exit | ISHARES TRus industrials | $0 | – | -11,323 | -100.0% | -0.07% | – |
| XTN | Exit | SPDR SERIES TRUSTs&p transn etf | $0 | – | -26,416 | -100.0% | -0.07% | – |
| XRX | Exit | XEROX CORP | $0 | – | -66,291 | -100.0% | -0.07% | – |
| PWV | Exit | INVESCO EXCHANGE TRADED FD Tdynmc lrg valu | $0 | – | -49,863 | -100.0% | -0.07% | – |
| LB | Exit | L BRANDS INC | $0 | – | -61,997 | -100.0% | -0.07% | – |
| WRK | Exit | WESTROCK CO | $0 | – | -35,745 | -100.0% | -0.08% | – |
| PBCT | Exit | PEOPLES UNITED FINANCIAL INC | $0 | – | -110,934 | -100.0% | -0.08% | – |
| PFG | Exit | PRINCIPAL FINL GROUP INC | $0 | – | -32,812 | -100.0% | -0.08% | – |
| IVZ | Exit | INVESCO LTD | $0 | – | -86,525 | -100.0% | -0.08% | – |
| KSS | Exit | KOHLS CORP | $0 | – | -26,405 | -100.0% | -0.08% | – |
| MRO | Exit | MARATHON OIL CORP | $0 | – | -87,766 | -100.0% | -0.08% | – |
| ITA | Exit | ISHARES TRus aer def etf | $0 | – | -9,531 | -100.0% | -0.08% | – |
| CAH | Exit | CARDINAL HEALTH INC | $0 | – | -40,198 | -100.0% | -0.09% | – |
| SCG | Exit | SCANA CORP NEW | $0 | – | -55,678 | -100.0% | -0.09% | – |
| CF | Exit | CF INDS HLDGS INC | $0 | – | -40,436 | -100.0% | -0.09% | – |
| NLSN | Exit | NIELSEN HLDGS PLC | $0 | – | -80,423 | -100.0% | -0.09% | – |
| AET | Exit | AETNA INC NEW | $0 | – | -12,783 | -100.0% | -0.10% | – |
| EMLC | Exit | VANECK VECTORS ETF TRjp morgan mkts | $0 | – | -159,399 | -100.0% | -0.10% | – |
| ISCV | Exit | ISHARES TRmrning sm cp etf | $0 | – | -17,516 | -100.0% | -0.11% | – |
| IJS | Exit | ISHARES TRsp smcp600vl etf | $0 | – | -18,007 | -100.0% | -0.12% | – |
| MGC | Exit | VANGUARD WORLD FDmega cap index | $0 | – | -43,761 | -100.0% | -0.17% | – |
| CSML | Exit | INDEXIQ ETF TRiq chaikin us | $0 | – | -159,716 | -100.0% | -0.18% | – |
| IJT | Exit | ISHARES TRs&p sml 600 gwt | $0 | – | -23,195 | -100.0% | -0.18% | – |
| IHF | Exit | ISHARES TRus hlthcr pr etf | $0 | – | -42,437 | -100.0% | -0.34% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-02-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 42 | Q3 2023 | 8.9% |
| ISHARES TR | 42 | Q3 2023 | 2.7% |
| ISHARES INC | 42 | Q3 2023 | 2.5% |
| PIMCO ETF TR | 42 | Q3 2023 | 4.8% |
| META PLATFORMS INC | 42 | Q3 2023 | 1.1% |
| AMAZON COM INC | 42 | Q3 2023 | 1.6% |
| UNITEDHEALTH GROUP INC | 42 | Q3 2023 | 0.9% |
| CISCO SYS INC | 42 | Q3 2023 | 1.0% |
| MERCK & CO INC NEW | 42 | Q3 2023 | 0.8% |
| JPMORGAN CHASE & CO | 42 | Q3 2023 | 0.9% |
View Atria Investments, Inc's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-21 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-07 |
| 13F-HR | 2023-08-04 |
| 13F-HR | 2023-05-10 |
| 13F-HR | 2023-01-31 |
| 13F-HR | 2022-11-01 |
| 13F-HR | 2022-08-11 |
| 13F-HR | 2022-05-02 |
| 13F-HR | 2022-02-04 |
View Atria Investments, Inc's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.