Atria Investments’s Assurant AIZ Stock Holding History

Atria Investments’s Portfolio AIZ Stock Details AIZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$223K	Sell
2025 Q2	$295K	Buy
2025 Q1	$266K	Sell
2024 Q4	$502K	Sell
2024 Q3	$511K	Buy
2024 Q2	$281K	Buy
2019 Q4	–	Sell
2019 Q3	$216K	Buy
2017 Q4	–	Sell
2017 Q3	$236K	Buy
2017 Q2	$214K	Buy