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Atria Wealth Solutions’s Xtrackers MSCI All World ex US Hedged Equity ETF DBAW Stock Holding History

Atria Wealth Solutions’s Portfolio DBAW Stock Details DBAW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-6,171
Closed -$206K – 1951
2024
Q2 		$206K Buy
+6,171
New +$204K ﹤0.01% 1761
2024
Q1 		– Sell
-10,502
Closed -$317K – 1979
2023
Q4 		$317K Buy
+10,502
New +$304K ﹤0.01% 1464

Other funds holding DBAW

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $328M AUM 24.93% 1-Year Est. Return

Atria Wealth Solutions's DBAW Position: Q3 2024 in Review

Atria Wealth Solutions sold out of Xtrackers MSCI All World ex US Hedged Equity ETF (DBAW) in Q3 2024, closing a stake of 6,171 shares — an estimated $206K sold.

Atria Wealth Solutions first reported a position in DBAW in Q4 2023 and held it in 2 quarters. The position peaked at $317K in Q4 2023. 28 funds tracked by Wall St. Rank hold DBAW as of Q3 2024.

  • Atria Wealth Solutions reported no remaining Xtrackers MSCI All World ex US Hedged Equity ETF position as of Q3 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 6,171 Xtrackers MSCI All World ex US Hedged Equity ETF shares in Q3 2024, an estimated $206K.
  • Atria Wealth Solutions first reported a position in Xtrackers MSCI All World ex US Hedged Equity ETF in Q4 2023 and held it in 2 quarters.
  • Atria Wealth Solutions's Xtrackers MSCI All World ex US Hedged Equity ETF position peaked at $317K in Q4 2023.
  • 28 funds tracked by Wall St. Rank held Xtrackers MSCI All World ex US Hedged Equity ETF as of Q3 2024.

Based on Atria Wealth Solutions's 13F filing for Q3 2024, filed 8 Nov 2024.