| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 10 | Q2 2024 | 3.7% |
| ISHARES TR | 10 | Q2 2024 | 3.2% |
| MICROSOFT CORP | 10 | Q2 2024 | 2.4% |
| VANGUARD BD INDEX FDS | 10 | Q2 2024 | 2.7% |
| INVESCO QQQ TR | 10 | Q2 2024 | 1.8% |
| NVIDIA CORPORATION | 10 | Q2 2024 | 3.5% |
| VANGUARD INDEX FDS | 10 | Q2 2024 | 1.5% |
| SPDR S&P 500 ETF TR | 10 | Q2 2024 | 1.6% |
| VANGUARD INDEX FDS | 10 | Q2 2024 | 1.4% |
| VANGUARD INDEX FDS | 10 | Q2 2024 | 1.4% |
View Atria Wealth Solutions, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-22 |
| 13F-HR | 2024-05-13 |
| 13F-HR | 2024-02-02 |
| 13F-HR | 2023-11-08 |
| 13F-HR/A | 2023-08-30 |
| 13F-HR/A | 2023-08-23 |
| 13F-HR | 2023-08-03 |
| 13F-HR/A | 2023-06-14 |
| 13F-HR | 2023-05-10 |
| 13F-HR/A | 2023-02-13 |
View Atria Wealth Solutions, 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.