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AWS
Atria Wealth Solutions’s
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
Stock Holding History
Atria Wealth Solutions’s Portfolio
BWX Stock Details
BWX Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q2
–
Sell
-50,393
Closed
-$1.1M
–
1516
2025
Q1
$1.1M
Buy
50,393
+139
+0.3%
+$3K
0.01%
848
2024
Q4
$1.07M
Sell
50,254
-15,176
-23%
-$335K
0.01%
897
2024
Q3
$1.53M
Buy
65,430
+9,305
+17%
+$210K
0.02%
743
2024
Q2
$1.2M
Buy
56,125
+1,215
+2%
+$26.4K
0.01%
808
2024
Q1
$1.22M
Sell
54,910
-9,805
-15%
-$219K
0.01%
827
2023
Q4
$1.5M
Sell
64,715
-13,618
-17%
-$297K
0.02%
703
2023
Q3
$1.66M
Buy
78,333
+12,772
+19%
+$283K
0.02%
623
2023
Q2
$1.48M
Sell
65,561
-14,929
-19%
-$340K
0.02%
685
2023
Q1
$1.86M
Sell
80,490
-17,772
-18%
-$405K
0.03%
570
2022
Q4
$2.2M
Buy
98,262
+37,940
+63%
+$824K
0.04%
477
2022
Q3
$1.26M
Buy
60,322
+2,491
+4%
+$56.2K
0.02%
636
2022
Q2
$1.34M
Sell
57,831
-1,087
-2%
-$26.2K
0.03%
576
2022
Q1
$1.53M
Buy
+58,918
New
+$1.6M
0.03%
565
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13.22%
1-Year Est. Return
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$116B AUM
26.37%
1-Year Est. Return
Citigroup
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$157B AUM
32.99%
1-Year Est. Return
AAS
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Brookfield, Wisconsin
$5.86B AUM
21.83%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
CCA
Checchi Capital Advisers
Beverly Hills, California
$1.46B AUM
19.17%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
LG
Leuthold Group
Minneapolis, Minnesota
$939M AUM
37.7%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Creative Planning
Overland Park, Kansas
$147B AUM
18.73%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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