Atria Wealth Solutions’s Digital Turbine APPS Stock Holding History

Atria Wealth Solutions’s Portfolio APPS Stock Details APPS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-25,204	Closed	-$68.4K	–	1482
2025 Q1	$68.4K	Buy	25,204 +306	+1%	+$993	﹤0.01%	1815
2024 Q4	$42.1K	Hold	24,898	–	–	﹤0.01%	1944
2024 Q3	$76.4K	Buy	24,898 +1,800	+8%	+$4.85K	﹤0.01%	1867
2024 Q2	$38.3K	Sell	23,098 -278	-1%	-$539	﹤0.01%	1898
2024 Q1	$61.2K	Buy	23,376 +5,400	+30%	+$22.9K	﹤0.01%	1912
2023 Q4	$123K	Buy	17,976 +4,691	+35%	+$26.2K	﹤0.01%	1840
2023 Q3	$80.4K	Sell	13,285 -1,025	-7%	-$9.13K	﹤0.01%	1798
2023 Q2	$133K	Sell	14,310 -85	-0.6%	-$936	﹤0.01%	1756
2023 Q1	$178K	Sell	14,395 -156	-1%	-$2.1K	﹤0.01%	1697
2022 Q4	$222K	Sell	14,551 -2,952	-17%	-$45.4K	﹤0.01%	1544
2022 Q3	$252K	Sell	17,503 -15,956	-48%	-$305K	﹤0.01%	1405
2022 Q2	$585K	Sell	33,459 -466	-1%	-$12.6K	0.01%	900
2022 Q1	$1.49M	Buy	+33,925	New	+$1.53M	0.02%	579

Other funds holding APPS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.23B AUM 30.56% 1-Year Est. Return