Atria Wealth Solutions’s Broadridge BR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$230K	Sell
2025 Q1	$279K	Sell
2024 Q4	$286K	Sell
2024 Q3	$545K	Sell
2024 Q2	$575K	Sell
2024 Q1	$661K	Sell
2023 Q4	$730K	Buy
2023 Q3	$283K	Buy
2023 Q2	$247K	Buy
2023 Q1	$207K	Buy