Atria Wealth Solutions’s iShares U.S. Large Cap Premium Income Active ETF BALI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$509K	Sell
2025 Q1	$713K	Buy
2024 Q4	$682K	Buy