AWS
CTS icon

Atria Wealth Solutions’s CTS Corp CTS Stock Holding History

Atria Wealth Solutions’s Portfolio CTS Stock Details CTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-8,053
Closed -$335K – 1540
2025
Q1 		$335K Buy
8,053
+4,000
+99% +$187K ﹤0.01% 1410
2024
Q4 		$214K Buy
+4,053
New +$212K ﹤0.01% 1793
2024
Q3 		– Sell
-4,253
Closed -$215K – 1948
2024
Q2 		$215K Buy
+4,253
New +$210K ﹤0.01% 1723
2023
Q3 		– Sell
-4,753
Closed -$203K – 1887
2023
Q2 		$203K Sell
4,753
-199
-4% -$8.75K ﹤0.01% 1696
2023
Q1 		$245K Buy
+4,952
New +$222K ﹤0.01% 1541
2022
Q4 		– Sell
-5,252
Closed -$219K – 1811
2022
Q3 		$219K Buy
+5,252
New +$211K ﹤0.01% 1507
2022
Q2 		– Sell
-6,052
Closed -$214K – 1681
2022
Q1 		$214K Buy
+6,052
New +$212K ﹤0.01% 1549

Other funds holding CTS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return