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Atria Wealth Solutions’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Atria Wealth Solutions’s Portfolio BDJ Stock Details BDJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$185K Sell
20,818
-42,916
-67% -$361K ﹤0.01% 1402
2025
Q1 		$548K Sell
63,734
-2,294
-3% -$20K 0.01% 1158
2024
Q4 		$547K Buy
66,028
+974
+1% +$8.47K 0.01% 1229
2024
Q3 		$563K Sell
65,054
-33,618
-34% -$282K 0.01% 1189
2024
Q2 		$806K Sell
98,672
-8,181
-8% -$66.5K 0.01% 997
2024
Q1 		$882K Sell
106,853
-23,731
-18% -$189K 0.01% 967
2023
Q4 		$1M Sell
130,584
-106,076
-45% -$799K 0.01% 860
2023
Q3 		$1.8M Buy
236,660
+17,937
+8% +$143K 0.03% 596
2023
Q2 		$1.82M Buy
218,723
+16,792
+8% +$140K 0.02% 598
2023
Q1 		$1.73M Buy
201,931
+44,176
+28% +$394K 0.03% 586
2022
Q4 		$1.42M Buy
157,755
+147,273
+1,405% +$1.3M 0.02% 621
2022
Q3 		$85K Buy
+10,482
New +$96.8K ﹤0.01% 1657

Other funds holding BDJ

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $545M AUM 19.05% 1-Year Est. Return