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Atria Wealth Solutions’s iShares Agency Bond ETF AGZ Stock Holding History

Atria Wealth Solutions’s Portfolio AGZ Stock Details AGZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-4,610
Closed -$498K – 1924
2024
Q1 		$498K Buy
4,610
+40
+0.9% +$4.32K 0.01% 1270
2023
Q4 		$496K Sell
4,570
-618
-12% -$65.8K 0.01% 1218
2023
Q3 		$549K Buy
5,188
+2,714
+110% +$289K 0.01% 1092
2023
Q2 		$265K Sell
2,474
-3,522
-59% -$380K ﹤0.01% 1518
2023
Q1 		$649K Sell
5,996
-193
-3% -$20.8K 0.01% 993
2022
Q4 		$659K Sell
6,189
-99
-2% -$10.5K 0.01% 949
2022
Q3 		$670K Buy
+6,288
New +$687K 0.01% 883
2022
Q2 		– Sell
-7,566
Closed -$850K – 1631
2022
Q1 		$850K Buy
+7,566
New +$869K 0.01% 797

Other funds holding AGZ

TPWA
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Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MCCA
Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return