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Atria Wealth Solutions’s Roundhill Generative AI & Technology ETF CHAT Stock Holding History

Atria Wealth Solutions’s Portfolio CHAT Stock Details CHAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-17,585
Closed -$626K – 1949
2024
Q1 		$626K Buy
+17,585
New +$594K 0.01% 1144

Other funds holding CHAT

VVP
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
WWM
WJ Wealth Management Glendale, Arizona $214M AUM 22.92% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return

Atria Wealth Solutions's CHAT Position: Q2 2024 in Review

Atria Wealth Solutions sold out of Roundhill Generative AI & Technology ETF (CHAT) in Q2 2024, closing a stake of 17,585 shares — an estimated $626K sold.

Atria Wealth Solutions first reported a position in CHAT in Q1 2024 and held it in 1 quarter. The position peaked at $626K in Q1 2024. 42 funds tracked by Wall St. Rank hold CHAT as of Q2 2024.

  • Atria Wealth Solutions reported no remaining Roundhill Generative AI & Technology ETF position as of Q2 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 17,585 Roundhill Generative AI & Technology ETF shares in Q2 2024, an estimated $626K.
  • Atria Wealth Solutions first reported a position in Roundhill Generative AI & Technology ETF in Q1 2024 and held it in 1 quarter.
  • Atria Wealth Solutions's Roundhill Generative AI & Technology ETF position peaked at $626K in Q1 2024.
  • 42 funds tracked by Wall St. Rank held Roundhill Generative AI & Technology ETF as of Q2 2024.

Based on Atria Wealth Solutions's 13F filing for Q2 2024, filed 22 Jul 2024.