AWS
AD

Atria Wealth Solutions’s Array Digital Infrastructure AD Stock Holding History

Atria Wealth Solutions’s Portfolio AD Stock Details AD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-14,000
Closed -$968K – 1908
2025
Q1 		$968K Buy
14,000
+7,000
+100% +$453K 0.01% 913
2024
Q4 		$439K Sell
7,000
-700
-9% -$42.8K ﹤0.01% 1339
2024
Q3 		$421K Sell
7,700
-800
-9% -$43.8K ﹤0.01% 1322
2024
Q2 		$474K Sell
8,500
-800
-9% -$35.2K 0.01% 1263
2024
Q1 		$339K Hold
9,300
– – ﹤0.01% 1476
2023
Q4 		$386K Hold
9,300
– – ﹤0.01% 1343
2023
Q3 		$400K Buy
+9,300
New +$301K 0.01% 1245
2022
Q4 		– Sell
-9,000
Closed -$234K – 1889
2022
Q3 		$234K Hold
9,000
– – ﹤0.01% 1461
2022
Q2 		$261K Hold
9,000
– – 0.01% 1287
2022
Q1 		$272K Buy
+9,000
New +$272K ﹤0.01% 1374

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GI
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GF
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Loomis, Sayles & Company
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Millennium Management
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American Century Companies
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Point72 Asset Management
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