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Hercules Technology Growth Capital shares owned by Atria Wealth Solutions

Quarter-by-quarter ownership of Hercules Technology Growth Capital (HTGC) shares owned by Atria Wealth Solutions from 13F filings

Historical chart of Atria Wealth Solutions investment in Hercules Technology Growth Capital

Tip: Access up to 7 years of quarterly data

All positions including Hercules Technology Growth Capital held by Atria Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Hercules Technology Growth Capital by Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.1M 278k 18.45
2023-12-31 $4.7M 284k 16.67
2023-09-30 $4.9M 298k 16.42
2023-06-30 $4.5M 306k 14.80
2023-03-31 $4.0M 308k 12.89
2022-12-31 $3.8M 289k 13.22
2022-09-30 $3.1M 273k 11.55
2022-03-31 $4.7M 260k 18.07

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 Hercules Technology Growth Capital

Sound Income Strategies
Van Eck Associates Corp.
Marshall Wace
Legal & General Group
Morgan Stanley
Hudson Bay Capital Management
Advisors Capital Management
LPL Financial
Two Sigma Advisers
Raymond James & Associates
Royal Bank of Canada
Citadel Advisors
Melia Wealth
BlackRock
Two Sigma Investments

View all funds holding Hercules Technology Growth Capital