AWS
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Atria Wealth Solutions’s Aegon AEG Stock Holding History

Atria Wealth Solutions’s Portfolio AEG Stock Details AEG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-29,437
Closed -$194K – 1468
2025
Q1 		$194K Hold
29,437
– – ﹤0.01% 1729
2024
Q4 		$173K Hold
29,437
– – ﹤0.01% 1856
2024
Q3 		$188K Hold
29,437
– – ﹤0.01% 1805
2024
Q2 		$186K Sell
29,437
-78
-0.3% -$493 ﹤0.01% 1797
2024
Q1 		$179K Sell
29,515
-506
-2% -$2.94K ﹤0.01% 1842
2023
Q4 		$173K Buy
+30,021
New +$156K ﹤0.01% 1804
2023
Q3 		– Sell
-29,507
Closed -$150K – 1860
2023
Q2 		$150K Sell
29,507
-324
-1% -$1.49K ﹤0.01% 1748
2023
Q1 		$128K Hold
29,831
– – ﹤0.01% 1733
2022
Q4 		$150K Hold
29,831
– – ﹤0.01% 1658
2022
Q3 		$118K Sell
29,831
-698
-2% -$3.04K ﹤0.01% 1621
2022
Q2 		$133K Buy
+30,529
New +$151K ﹤0.01% 1506

Other funds holding AEG

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Morgan Stanley
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Dimensional Fund Advisors
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Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return