SPDR Barclays Capital Convertible SecETF shares owned by Atria Wealth Solutions
Quarter-by-quarter ownership of SPDR Barclays Capital Convertible SecETF (CWB) shares owned by Atria Wealth Solutions
from 13F filings
Historical chart of Atria Wealth Solutions investment in SPDR Barclays Capital Convertible SecETF
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Quarterly reported holdings in SPDR Barclays Capital Convertible SecETF by Atria Wealth Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.7M | 37k | 73.04 |
| 2023-12-31 | $2.8M | 39k | 72.15 |
| 2023-09-30 | $9.6M | 141k | 67.80 |
| 2023-06-30 | $11M | 150k | 69.95 |
| 2023-03-31 | $3.6M | 54k | 67.07 |
| 2022-12-31 | $3.8M | 60k | 64.35 |
| 2022-09-30 | $3.8M | 60k | 63.27 |
| 2022-06-30 | $1.8M | 27k | 64.61 |
| 2022-03-31 | $1.8M | 23k | 76.95 |
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