Atria Wealth Solutions »

Aptus Defined Risk Etf exchange traded funds shares owned by Atria Wealth Solutions

Quarter-by-quarter ownership of Aptus Defined Risk Etf exchange traded funds (DRSK) shares owned by Atria Wealth Solutions from 13F filings

Historical chart of Atria Wealth Solutions investment in Aptus Defined Risk Etf exchange traded funds

Tip: Access up to 7 years of quarterly data

All positions including Aptus Defined Risk Etf exchange traded funds held by Atria Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Aptus Defined Risk Etf exchange traded funds by Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2024-03-31 $268k 10k 26.66

More positions owned by Atria Wealth Solutions

Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation Put Option (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Total Usd (IUSB)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Atria Wealth Solutions

Top funds holding Aptus Defined Risk Etf exchange traded funds

Aptus Capital Advisors
Sugarloaf Wealth Management
Second Line Capital
Raymond James Financial Services Advisors
Envestnet Asset Management
Brogan Financial
Compass Ion Advisors
Integrated Wealth Concepts
Waterloo Capital
First Heartland Consultants
Spotlight Asset Group
Silver Oak Securities
Park Place Capital Corp
Captrust Financial Advisors
One + One Wealth Management

View all funds holding Aptus Defined Risk Etf exchange traded funds